Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Sell
8,809
-495
-5% -$42.6K 0.06% 262
2025
Q1
$777K Sell
9,304
-646
-6% -$53.9K 0.08% 197
2024
Q4
$839K Buy
9,950
+3
+0% +$253 0.08% 177
2024
Q3
$870K Buy
9,947
+3
+0% +$263 0.12% 117
2024
Q2
$781K Buy
9,944
+3
+0% +$236 0.13% 97
2024
Q1
$917K Sell
9,941
-712
-7% -$65.7K 0.16% 93
2023
Q4
$924K Buy
10,653
+2,708
+34% +$235K 0.18% 81
2023
Q3
$579K Sell
7,945
-461
-5% -$33.6K 0.13% 99
2023
Q2
$726K Buy
+8,406
New +$726K 0.16% 80