Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
1,591
-485
-23% -$87.8K 0.01% 993
2025
Q1
$364K Sell
2,076
-387
-16% -$67.9K 0.01% 883
2024
Q4
$485K Sell
2,463
-15
-0.6% -$2.95K 0.01% 814
2024
Q3
$396K Sell
2,478
-210
-8% -$33.5K 0.01% 819
2024
Q2
$450K Buy
2,688
+210
+8% +$35.1K 0.01% 789
2024
Q1
$396K Buy
2,478
+18
+0.7% +$2.87K 0.01% 818
2023
Q4
$356K Sell
2,460
-232
-9% -$33.6K 0.01% 833
2023
Q3
$304K Buy
+2,692
New +$304K 0.01% 803