Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$585K Sell
1,842
-192
-9% -$61K 0.19% 49
2025
Q1
$527K Buy
2,034
+203
+11% +$52.6K 0.2% 54
2024
Q4
$739K Sell
1,831
-131
-7% -$52.9K 0.27% 41
2024
Q3
$513K Sell
1,962
-869
-31% -$227K 0.2% 56
2024
Q2
$594K Sell
2,831
-14
-0.5% -$2.94K 0.25% 51
2024
Q1
$499K Sell
2,845
-15
-0.5% -$2.63K 0.22% 59
2023
Q4
$711K Buy
+2,860
New +$711K 0.25% 47