Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Sell
4,150
-35
-0.8% -$5.91K 0.02% 309
2025
Q1
$645K Sell
4,185
-75
-2% -$11.6K 0.02% 261
2024
Q4
$724K Sell
4,260
-223
-5% -$37.9K 0.02% 231
2024
Q3
$779K Sell
4,483
-7
-0.2% -$1.22K 0.02% 240
2024
Q2
$772K Buy
+4,490
New +$772K 0.03% 237