Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
17,725
-284
-2% -$5.9K 0.05% 209
2025
Q1
$319K Sell
18,009
-3,519
-16% -$62.3K 0.05% 224
2024
Q4
$334K Buy
21,528
+9
+0% +$140 0.05% 216
2024
Q3
$331K Buy
21,519
+6,996
+48% +$108K 0.05% 207
2024
Q2
$199K Sell
14,523
-1,595
-10% -$21.8K 0.03% 284
2024
Q1
$226K Buy
16,118
+568
+4% +$7.96K 0.04% 261
2023
Q4
$209K Buy
15,550
+2,215
+17% +$29.8K 0.04% 256
2023
Q3
$171K Buy
+13,335
New +$171K 0.04% 234