Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
35,081
-148
-0.4% -$1.61K 0.03% 142
2025
Q1
$353K Buy
35,229
+505
+1% +$5.07K 0.03% 142
2024
Q4
$344K Sell
34,724
-657
-2% -$6.5K 0.03% 142
2024
Q3
$374K Buy
35,381
+55
+0.2% +$581 0.03% 119
2024
Q2
$443K Buy
35,326
+40
+0.1% +$502 0.04% 99
2024
Q1
$469K Sell
35,286
-62
-0.2% -$823 0.05% 102
2023
Q4
$431K Buy
+35,348
New +$431K 0.05% 105