Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Sell
932
-183
-16% -$144K 0.57% 76
2025
Q1
$685K Buy
1,115
+118
+12% +$72.5K 0.62% 71
2024
Q4
$627K Buy
997
+120
+14% +$75.4K 0.54% 73
2024
Q3
$545K Buy
+877
New +$545K 0.48% 74