Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$594K Sell
7,403
-22
-0.3% -$1.77K 0.02% 391
2025
Q1
$536K Sell
7,425
-67
-0.9% -$4.84K 0.02% 391
2024
Q4
$573K Sell
7,492
-61
-0.8% -$4.67K 0.02% 388
2024
Q3
$669K Sell
7,553
-127
-2% -$11.3K 0.03% 350
2024
Q2
$659K Sell
7,680
-1,291
-14% -$111K 0.03% 334
2024
Q1
$861K Sell
8,971
-206
-2% -$19.8K 0.04% 297
2023
Q4
$738K Buy
9,177
+303
+3% +$24.4K 0.03% 299
2023
Q3
$693K Buy
8,874
+943
+12% +$73.7K 0.03% 296
2023
Q2
$536K Buy
+7,931
New +$536K 0.03% 331