Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582K Sell
6,511
-856
-12% -$76.5K 0.03% 304
2025
Q1
$559K Sell
7,367
-290
-4% -$22K 0.03% 290
2024
Q4
$592K Sell
7,657
-2,411
-24% -$186K 0.04% 272
2024
Q3
$735K Buy
10,068
+313
+3% +$22.9K 0.05% 234
2024
Q2
$588K Buy
9,755
+2,457
+34% +$148K 0.04% 244
2024
Q1
$461K Buy
+7,298
New +$461K 0.03% 297