Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$803K Buy
2,639
+222
+9% +$67.5K 0.07% 224
2025
Q1
$649K Sell
2,417
-748
-24% -$201K 0.07% 240
2024
Q4
$779K Sell
3,165
-175
-5% -$43.1K 0.08% 193
2024
Q3
$765K Sell
3,340
-136
-4% -$31.2K 0.08% 215
2024
Q2
$692K Buy
3,476
+35
+1% +$6.97K 0.08% 223
2024
Q1
$671K Sell
3,441
-52
-1% -$10.1K 0.08% 206
2023
Q4
$540K Buy
3,493
+180
+5% +$27.8K 0.08% 229
2023
Q3
$428K Buy
3,313
+769
+30% +$99.5K 0.09% 213
2023
Q2
$348K Buy
+2,544
New +$348K 0.07% 254