Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$661K Sell
16,610
-244
-1% -$9.71K 0.04% 343
2025
Q1
$646K Sell
16,854
-252
-1% -$9.66K 0.04% 356
2024
Q4
$747K Buy
17,106
+4,074
+31% +$178K 0.04% 313
2024
Q3
$627K Buy
13,032
+4,682
+56% +$225K 0.04% 367
2024
Q2
$281K Buy
+8,350
New +$281K 0.02% 606