Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Sell
8,441
-2,483
-23% -$184K 0.05% 406
2025
Q1
$712K Buy
10,924
+10,913
+99,209% +$711K 0.06% 328
2024
Q4
$953 Sell
11
-11,061
-100% -$958K 0.09% 250
2024
Q3
$863K Sell
11,072
-177
-2% -$13.8K 0.07% 283
2024
Q2
$652K Buy
11,249
+544
+5% +$31.5K 0.06% 349
2024
Q1
$717K Sell
10,705
-4,544
-30% -$304K 0.07% 327
2023
Q4
$936K Sell
15,249
-202
-1% -$12.4K 0.09% 218
2023
Q3
$903K Buy
+15,451
New +$903K 0.1% 210