Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
19,318
-1,720
-8% -$23.2K 0.01% 888
2025
Q1
$307K Sell
21,038
-681
-3% -$9.92K 0.01% 760
2024
Q4
$440K Sell
21,719
-1,638
-7% -$33.2K 0.02% 528
2024
Q3
$271K Sell
23,357
-1,076
-4% -$12.5K 0.02% 713
2024
Q2
$342K Sell
24,433
-704
-3% -$9.85K 0.03% 538
2024
Q1
$389K Buy
25,137
+7,884
+46% +$122K 0.04% 430
2023
Q4
$328K Buy
+17,253
New +$328K 0.05% 386