Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
4,166
-1,077
-21% -$85.2K 0.02% 189
2025
Q1
$471K Sell
5,243
-263
-5% -$23.6K 0.03% 157
2024
Q4
$548K Buy
5,506
+462
+9% +$46K 0.04% 142
2024
Q3
$573K Buy
5,044
+970
+24% +$110K 0.04% 134
2024
Q2
$504K Sell
4,074
-278
-6% -$34.4K 0.04% 113
2024
Q1
$574K Buy
4,352
+273
+7% +$36K 0.04% 119
2023
Q4
$445K Buy
4,079
+629
+18% +$68.6K 0.04% 123
2023
Q3
$355K Sell
3,450
-201
-6% -$20.7K 0.03% 126
2023
Q2
$421K Sell
3,651
-899
-20% -$104K 0.03% 116
2023
Q1
$484K Buy
+4,550
New +$484K 0.05% 109