Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$814K Sell
10,750
-12
-0.1% -$909 0.01% 208
2025
Q1
$808K Sell
10,762
-211
-2% -$15.8K 0.02% 206
2024
Q4
$839K Buy
10,973
+211
+2% +$16.1K 0.02% 198
2024
Q3
$840K Sell
10,762
-25
-0.2% -$1.95K 0.02% 208
2024
Q2
$770K Buy
10,787
+32
+0.3% +$2.28K 0.02% 189
2024
Q1
$873K Hold
10,755
0.02% 189
2023
Q4
$787K Buy
+10,755
New +$787K 0.02% 193