Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$644K Sell
2,222
-58
-3% -$16.8K 0.26% 93
2025
Q1
$689K Buy
2,280
+67
+3% +$20.2K 0.29% 84
2024
Q4
$611K Buy
2,213
+21
+1% +$5.8K 0.25% 90
2024
Q3
$632K Buy
2,192
+12
+0.6% +$3.46K 0.27% 91
2024
Q2
$567K Sell
2,180
-578
-21% -$150K 0.25% 97
2024
Q1
$715K Sell
2,758
-87
-3% -$22.5K 0.32% 83
2023
Q4
$643K Sell
2,845
-137
-5% -$31K 0.31% 81
2023
Q3
$621K Sell
2,982
-14
-0.5% -$2.92K 0.32% 81
2023
Q2
$577K Buy
+2,996
New +$577K 0.28% 90