Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Sell
3,931
-206
-5% -$36.8K 0.01% 351
2025
Q1
$663K Sell
4,137
-930
-18% -$149K 0.02% 279
2024
Q4
$882K Sell
5,067
-495
-9% -$86.2K 0.02% 250
2024
Q3
$1.26M Sell
5,562
-243
-4% -$55K 0.03% 223
2024
Q2
$1.3M Buy
5,805
+106
+2% +$23.7K 0.02% 224
2024
Q1
$1.46M Buy
+5,699
New +$1.46M 0.03% 208