Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$809K Sell
3,369
-3,076
-48% -$739K 0.01% 665
2025
Q1
$1.46M Sell
6,445
-216
-3% -$49K 0.02% 434
2024
Q4
$1.37M Sell
6,661
-646
-9% -$133K 0.02% 460
2024
Q3
$1.72M Buy
7,307
+451
+7% +$106K 0.03% 395
2024
Q2
$1.5M Buy
6,856
+5,391
+368% +$1.18M 0.03% 387
2024
Q1
$329K Buy
1,465
+8
+0.5% +$1.8K 0.01% 505
2023
Q4
$320K Buy
+1,457
New +$320K 0.01% 479