Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
70,816
-8,072
-10% -$169K 0.05% 230
2025
Q1
$1.89M Buy
78,888
+465
+0.6% +$11.2K 0.08% 185
2024
Q4
$1.67M Buy
78,423
+5,329
+7% +$114K 0.06% 204
2024
Q3
$1.69M Sell
73,094
-780
-1% -$18K 0.06% 206
2024
Q2
$1.34M Sell
73,874
-841
-1% -$15.3K 0.05% 230
2024
Q1
$1.6M Buy
74,715
+13,484
+22% +$289K 0.07% 212
2023
Q4
$1.32M Buy
+61,231
New +$1.32M 0.06% 229