Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
24,741
-244
-1% -$5.11K 0.01% 316
2025
Q1
$599K Sell
24,985
-184
-0.7% -$4.41K 0.01% 302
2024
Q4
$537K Sell
25,169
-211
-0.8% -$4.51K 0.01% 322
2024
Q3
$587K Buy
25,380
+652
+3% +$15.1K 0.01% 313
2024
Q2
$450K Buy
+24,728
New +$450K ﹤0.01% 343