Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Sell
519
-105
-17% -$84.1K 0.1% 127
2025
Q1
$413K Sell
624
-77
-11% -$51K 0.12% 127
2024
Q4
$486K Sell
701
-64
-8% -$44.4K 0.14% 111
2024
Q3
$637K Buy
765
+143
+23% +$119K 0.24% 75
2024
Q2
$636K Buy
622
+230
+59% +$235K 0.33% 59
2024
Q1
$381K Buy
+392
New +$381K 0.35% 76