Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Sell
2,835
-190
-6% -$28.9K 0.04% 544
2025
Q1
$444K Buy
3,025
+3,023
+151,150% +$444K 0.04% 494
2024
Q4
$381 Sell
2
-2,943
-100% -$561K 0.03% 544
2024
Q3
$402K Sell
2,945
-40
-1% -$5.46K 0.03% 544
2024
Q2
$305K Sell
2,985
-1,052
-26% -$107K 0.03% 602
2024
Q1
$357K Sell
4,037
-651
-14% -$57.6K 0.03% 545
2023
Q4
$428K Sell
4,688
-84
-2% -$7.67K 0.04% 467
2023
Q3
$373K Buy
+4,772
New +$373K 0.04% 472