Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Sell
6,609
-927
-12% -$75.7K 0.01% 522
2025
Q1
$748K Buy
7,536
+247
+3% +$24.5K 0.01% 455
2024
Q4
$732K Sell
7,289
-749
-9% -$75.2K 0.01% 413
2024
Q3
$733K Buy
8,038
+2,363
+42% +$215K 0.01% 417
2024
Q2
$463K Sell
5,675
-17
-0.3% -$1.39K 0.01% 461
2024
Q1
$456K Buy
5,692
+78
+1% +$6.25K 0.01% 470
2023
Q4
$394K Sell
5,614
-425
-7% -$29.8K 0.01% 491
2023
Q3
$383K Buy
+6,039
New +$383K 0.01% 483