Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
771
-47
-6% -$14.3K 0.08% 79
2025
Q1
$220K Sell
818
-38
-4% -$10.2K 0.09% 80
2024
Q4
$211K Sell
856
-26
-3% -$6.4K 0.08% 85
2024
Q3
$202K Buy
+882
New +$202K 0.08% 91