Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
5,100
-835
-14% -$84K 0.03% 400
2025
Q1
$453K Sell
5,935
-85
-1% -$6.49K 0.03% 450
2024
Q4
$416K Sell
6,020
-59
-1% -$4.07K 0.02% 481
2024
Q3
$444K Sell
6,079
-1,279
-17% -$93.4K 0.03% 477
2024
Q2
$493K Buy
+7,358
New +$493K 0.03% 448