Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$862K Buy
644
+9
+1% +$12K 0.34% 66
2025
Q1
$592K Sell
635
-34
-5% -$31.7K 0.32% 67
2024
Q4
$596K Buy
669
+2
+0.3% +$1.78K 0.3% 73
2024
Q3
$473K Sell
667
-42
-6% -$29.8K 0.39% 65
2024
Q2
$478K Buy
709
+103
+17% +$69.5K 0.31% 64
2024
Q1
$368K Sell
606
-25
-4% -$15.2K 0.41% 77
2023
Q4
$307K Buy
+631
New +$307K 0.39% 82