Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Sell
692
-7
-1% -$6.27K 0.19% 70
2025
Q1
$475K Sell
699
-136
-16% -$92.5K 0.16% 81
2024
Q4
$526K Sell
835
-331
-28% -$209K 0.17% 71
2024
Q3
$903K Sell
1,166
-7
-0.6% -$5.42K 0.36% 41
2024
Q2
$967K Sell
1,173
-107
-8% -$88.2K 0.41% 38
2024
Q1
$894K Buy
1,280
+910
+246% +$636K 0.42% 45
2023
Q4
$215K Buy
+370
New +$215K 0.12% 90