Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$920K Sell
6,040
-338
-5% -$51.5K 0.16% 147
2025
Q1
$937K Sell
6,378
-40
-0.6% -$5.87K 0.19% 121
2024
Q4
$829K Sell
6,418
-35
-0.5% -$4.52K 0.16% 144
2024
Q3
$882K Buy
6,453
+277
+4% +$37.9K 0.2% 116
2024
Q2
$631K Sell
6,176
-770
-11% -$78.7K 0.2% 110
2024
Q1
$616K Buy
+6,946
New +$616K 0.23% 98