Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874K Sell
9,517
-80
-0.8% -$7.34K 0.06% 286
2025
Q1
$844K Sell
9,597
-218
-2% -$19.2K 0.06% 270
2024
Q4
$908K Sell
9,815
-642
-6% -$59.4K 0.07% 258
2024
Q3
$970K Buy
10,457
+1,172
+13% +$109K 0.08% 258
2024
Q2
$696K Buy
9,285
+5,083
+121% +$381K 0.06% 298
2024
Q1
$362K Buy
+4,202
New +$362K 0.03% 415