Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Sell
722
-17
-2% -$7.98K 0.08% 146
2025
Q1
$344K Sell
739
-47
-6% -$21.9K 0.1% 137
2024
Q4
$329K Sell
786
-89
-10% -$37.3K 0.1% 141
2024
Q3
$417K Buy
875
+162
+23% +$77.3K 0.13% 116
2024
Q2
$313K Sell
713
-97
-12% -$42.6K 0.11% 133
2024
Q1
$376K Sell
810
-166
-17% -$77.1K 0.15% 105
2023
Q4
$401K Buy
976
+113
+13% +$46.4K 0.17% 96
2023
Q3
$321K Buy
863
+9
+1% +$3.35K 0.16% 105
2023
Q2
$325K Buy
854
+285
+50% +$109K 0.17% 100
2023
Q1
$200K Buy
+569
New +$200K 0.13% 126