Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$937K Sell
35,381
-386
-1% -$10.2K 0.56% 43
2025
Q1
$971K Buy
35,767
+378
+1% +$10.3K 0.63% 39
2024
Q4
$1.44M Sell
35,389
-55
-0.2% -$2.24K 0.94% 32
2024
Q3
$1.02M Sell
35,444
-57
-0.2% -$1.64K 0.65% 38
2024
Q2
$1.57M Buy
+35,501
New +$1.57M 1.09% 27