Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
494
-6
-1% -$4.6K 0.12% 91
2025
Q1
$275K Sell
500
-6
-1% -$3.3K 0.1% 109
2024
Q4
$226K Sell
506
-79
-14% -$35.3K 0.09% 127
2024
Q3
$279K Sell
585
-244
-29% -$117K 0.1% 107
2024
Q2
$274K Sell
829
-3
-0.4% -$992 0.11% 90
2024
Q1
$245K Sell
832
-162
-16% -$47.7K 0.11% 92
2023
Q4
$221K Buy
+994
New +$221K 0.11% 98