Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$728K Sell
27,447
-5
-0% -$133 0.02% 269
2025
Q1
$959K Sell
27,452
-10,885
-28% -$380K 0.03% 212
2024
Q4
$1.55M Buy
38,337
+751
+2% +$30.3K 0.04% 174
2024
Q3
$2.05M Sell
37,586
-209
-0.6% -$11.4K 0.05% 155
2024
Q2
$2.01M Sell
37,795
-1,382
-4% -$73.3K 0.05% 146
2024
Q1
$2.27M Buy
39,177
+20,923
+115% +$1.21M 0.06% 135
2023
Q4
$1M Buy
+18,254
New +$1M 0.03% 183