Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899K Sell
41,112
-562
-1% -$12.3K 0.02% 580
2025
Q1
$816K Buy
41,674
+1,140
+3% +$22.3K 0.02% 573
2024
Q4
$635K Sell
40,534
-612
-1% -$9.59K 0.01% 658
2024
Q3
$747K Sell
41,146
-249
-0.6% -$4.52K 0.02% 574
2024
Q2
$710K Buy
41,395
+22,807
+123% +$391K 0.02% 566
2024
Q1
$307K Sell
18,588
-1,606
-8% -$26.5K 0.01% 855
2023
Q4
$303K Buy
+20,194
New +$303K 0.01% 831