Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Sell
2,333
-856
-27% -$194K 0.03% 295
2025
Q1
$529K Sell
3,189
-8
-0.3% -$1.33K 0.04% 290
2024
Q4
$631K Sell
3,197
-589
-16% -$116K 0.05% 251
2024
Q3
$658K Buy
3,786
+766
+25% +$133K 0.04% 284
2024
Q2
$525K Buy
3,020
+469
+18% +$81.5K 0.04% 251
2024
Q1
$347K Buy
2,551
+377
+17% +$51.3K 0.03% 313
2023
Q4
$226K Sell
2,174
-231
-10% -$24K 0.02% 387
2023
Q3
$209K Buy
2,405
+44
+2% +$3.82K 0.02% 375
2023
Q2
$238K Sell
2,361
-164
-6% -$16.6K 0.03% 343
2023
Q1
$235K Buy
+2,525
New +$235K 0.03% 334