Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
+6,925
New +$492K 0.22% 85
2024
Q4
$504K Sell
6,667
-72
-1% -$5.45K 0.26% 78
2024
Q3
$596K Sell
6,739
-1,360
-17% -$120K 0.35% 65
2024
Q2
$610K Sell
8,099
-127
-2% -$9.57K 0.39% 65
2024
Q1
$773K Sell
8,226
-25
-0.3% -$2.35K 0.5% 51
2023
Q4
$896K Sell
8,251
-1,027
-11% -$111K 0.63% 43
2023
Q3
$887K Sell
9,278
-1,546
-14% -$148K 0.7% 42
2023
Q2
$1.19M Sell
10,824
-4,249
-28% -$469K 0.9% 39
2023
Q1
$1.85M Buy
+15,073
New +$1.85M 1.58% 20