Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Sell
26,315
-10,813
-29% -$261K 0.04% 360
2025
Q1
$424K Buy
37,128
+4,605
+14% +$52.5K 0.03% 476
2024
Q4
$518K Sell
32,523
-105
-0.3% -$1.67K 0.03% 419
2024
Q3
$452K Sell
32,628
-4,114
-11% -$57K 0.03% 472
2024
Q2
$488K Buy
+36,742
New +$488K 0.03% 450