Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Sell
7,333
-82
-1% -$6.69K 0.06% 259
2025
Q1
$736K Buy
7,415
+406
+6% +$40.3K 0.08% 219
2024
Q4
$704K Buy
7,009
+1,341
+24% +$135K 0.07% 223
2024
Q3
$517K Hold
5,668
0.06% 251
2024
Q2
$462K Sell
5,668
-80
-1% -$6.52K 0.07% 251
2024
Q1
$461K Sell
5,748
-412
-7% -$33K 0.07% 247
2023
Q4
$433K Buy
6,160
+2,469
+67% +$173K 0.08% 233
2023
Q3
$234K Buy
+3,691
New +$234K 0.06% 297