Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Sell
763
-140
-16% -$74.9K 0.02% 510
2025
Q1
$334K Sell
903
-30
-3% -$11.1K 0.01% 536
2024
Q4
$423K Sell
933
-2
-0.2% -$908 0.03% 401
2024
Q3
$403K Sell
935
-133
-12% -$57.3K 0.03% 401
2024
Q2
$390K Buy
1,068
+323
+43% +$118K 0.03% 389
2024
Q1
$261K Buy
+745
New +$261K 0.02% 453