Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Sell
2,760
-41
-1% -$12.1K 0.02% 192
2025
Q1
$746K Buy
2,801
+1
+0% +$266 0.02% 190
2024
Q4
$704K Hold
2,800
0.02% 196
2024
Q3
$617K Sell
2,800
-35
-1% -$7.71K 0.01% 196
2024
Q2
$488K Sell
2,835
-110
-4% -$18.9K 0.01% 199
2024
Q1
$558K Hold
2,945
0.01% 191
2023
Q4
$527K Sell
2,945
-254
-8% -$45.5K 0.01% 188
2023
Q3
$515K Sell
3,199
-3,077
-49% -$496K 0.02% 170
2023
Q2
$918K Buy
+6,276
New +$918K 0.03% 152