Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$753K Sell
2,144
-76
-3% -$26.7K 0.04% 305
2025
Q1
$703K Buy
2,220
+498
+29% +$158K 0.04% 296
2024
Q4
$581K Sell
1,722
-187
-10% -$63.1K 0.04% 319
2024
Q3
$608K Sell
1,909
-168
-8% -$53.5K 0.04% 301
2024
Q2
$668K Buy
2,077
+604
+41% +$194K 0.05% 280
2024
Q1
$511K Sell
1,473
-5
-0.3% -$1.74K 0.05% 274
2023
Q4
$536K Sell
1,478
-50
-3% -$18.1K 0.06% 258
2023
Q3
$455K Sell
1,528
-923
-38% -$275K 0.06% 278
2023
Q2
$809K Sell
2,451
-90
-4% -$29.7K 0.09% 199
2023
Q1
$846K Buy
2,541
+225
+10% +$74.9K 0.1% 181
2022
Q4
$560K Buy
+2,316
New +$560K 0.07% 249