Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$682K Sell
4,775
-960
-17% -$137K 0.01% 503
2025
Q1
$722K Buy
5,735
+86
+2% +$10.8K 0.01% 481
2024
Q4
$757K Sell
5,649
-477
-8% -$63.9K 0.01% 480
2024
Q3
$771K Buy
6,126
+915
+18% +$115K 0.01% 481
2024
Q2
$743K Buy
5,211
+3,359
+181% +$479K 0.01% 516
2024
Q1
$310K Buy
1,852
+1,007
+119% +$168K 0.01% 635
2023
Q4
$166K Sell
845
-71
-8% -$13.9K ﹤0.01% 686
2023
Q3
$140K Sell
916
-22
-2% -$3.37K ﹤0.01% 672
2023
Q2
$121K Sell
938
-136
-13% -$17.6K ﹤0.01% 695
2023
Q1
$140K Buy
+1,074
New +$140K ﹤0.01% 704