Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
1,644
-88
-5% -$18.4K 0.02% 321
2025
Q1
$314K Sell
1,732
-3
-0.2% -$544 0.02% 345
2024
Q4
$329K Buy
1,735
+4
+0.2% +$758 0.02% 292
2024
Q3
$314K Buy
1,731
+8
+0.5% +$1.45K 0.02% 307
2024
Q2
$272K Sell
1,723
-81
-4% -$12.8K 0.02% 334
2024
Q1
$263K Sell
1,804
-125
-6% -$18.2K 0.02% 370
2023
Q4
$245K Sell
1,929
-144
-7% -$18.3K 0.02% 408
2023
Q3
$220K Sell
2,073
-317
-13% -$33.7K 0.02% 416
2023
Q2
$262K Buy
2,390
+374
+19% +$41K 0.02% 431
2023
Q1
$204K Buy
+2,016
New +$204K 0.02% 478