Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
3,655
-9
-0.2% -$616 0.02% 757
2025
Q1
$236K Buy
3,664
+3,661
+122,033% +$236K 0.02% 717
2024
Q4
$366 Sell
3
-3,501
-100% -$427K 0.03% 561
2024
Q3
$353K Sell
3,504
-41
-1% -$4.13K 0.03% 586
2024
Q2
$375K Buy
3,545
+651
+22% +$68.9K 0.03% 539
2024
Q1
$416K Sell
2,894
-3
-0.1% -$431 0.04% 498
2023
Q4
$353K Sell
2,897
-25
-0.9% -$3.05K 0.04% 521
2023
Q3
$223K Buy
+2,922
New +$223K 0.02% 646