Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$823K Sell
1,427
-6
-0.4% -$3.46K 0.09% 36
2025
Q1
$810K Buy
1,433
+61
+4% +$34.5K 0.4% 40
2024
Q4
$823K Buy
1,372
+12
+0.9% +$7.2K 0.4% 51
2024
Q3
$793K Buy
1,360
+505
+59% +$294K 0.42% 49
2024
Q2
$412K Buy
+855
New +$412K 0.23% 68