Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Sell
2,872
-4
-0.1% -$821 0.27% 16
2025
Q1
$639K Buy
2,876
+2
+0.1% +$444 0.37% 15
2024
Q4
$720K Buy
2,874
+409
+17% +$102K 0.43% 14
2024
Q3
$574K Buy
+2,465
New +$574K 0.35% 14