Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$954K Sell
4,278
-90
-2% -$20.1K 0.01% 270
2025
Q1
$898K Buy
4,368
+286
+7% +$58.8K 0.01% 270
2024
Q4
$746K Buy
4,082
+203
+5% +$37.1K 0.01% 273
2024
Q3
$799K Buy
3,879
+223
+6% +$45.9K 0.01% 273
2024
Q2
$628K Sell
3,656
-40
-1% -$6.87K 0.01% 367
2024
Q1
$557K Buy
3,696
+16
+0.4% +$2.41K 0.01% 318
2023
Q4
$554K Sell
3,680
-8
-0.2% -$1.21K 0.01% 332
2023
Q3
$444K Buy
3,688
+840
+29% +$101K 0.01% 349
2023
Q2
$354K Buy
+2,848
New +$354K 0.01% 424