Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
17,146
-47
-0.3% -$1.35K 0.04% 491
2025
Q1
$466K Buy
17,193
+17,180
+132,154% +$466K 0.04% 476
2024
Q4
$377 Sell
13
-11,315
-100% -$328K 0.03% 551
2024
Q3
$359K Sell
11,328
-116
-1% -$3.68K 0.03% 580
2024
Q2
$368K Buy
11,444
+1,703
+17% +$54.8K 0.03% 544
2024
Q1
$362K Sell
9,741
-53
-0.5% -$1.97K 0.03% 539
2023
Q4
$302K Sell
9,794
-673
-6% -$20.8K 0.03% 584
2023
Q3
$352K Buy
+10,467
New +$352K 0.04% 490