Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$743K Sell
8,093
-296
-4% -$27.2K 0.03% 389
2025
Q1
$738K Buy
8,389
+2,751
+49% +$242K 0.03% 381
2024
Q4
$522K Buy
5,638
+26
+0.5% +$2.41K 0.04% 368
2024
Q3
$520K Buy
5,612
+55
+1% +$5.1K 0.04% 370
2024
Q2
$417K Buy
5,557
+112
+2% +$8.4K 0.03% 380
2024
Q1
$470K Sell
5,445
-132
-2% -$11.4K 0.04% 369
2023
Q4
$412K Buy
5,577
+227
+4% +$16.8K 0.04% 375
2023
Q3
$312K Buy
5,350
+167
+3% +$9.75K 0.03% 377
2023
Q2
$310K Sell
5,183
-343
-6% -$20.5K 0.03% 369
2023
Q1
$281K Buy
+5,526
New +$281K 0.03% 411