Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Sell
1,828
-290
-14% -$104K 0.2% 98
2025
Q1
$576K Sell
2,118
-73
-3% -$19.8K 0.2% 100
2024
Q4
$745K Buy
2,191
+48
+2% +$16.3K 0.26% 91
2024
Q3
$710K Buy
2,143
+14
+0.7% +$4.64K 0.26% 86
2024
Q2
$668K Sell
2,129
-20
-0.9% -$6.27K 0.26% 84
2024
Q1
$672K Buy
+2,149
New +$672K 0.28% 83