Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$690K Sell
9,801
-187
-2% -$13.2K 0.06% 377
2025
Q1
$731K Buy
9,988
+9,979
+110,878% +$730K 0.06% 324
2024
Q4
$589 Sell
9
-9,666
-100% -$633K 0.05% 395
2024
Q3
$638K Sell
9,675
-157
-2% -$10.4K 0.05% 381
2024
Q2
$709K Sell
9,832
-228
-2% -$16.4K 0.06% 323
2024
Q1
$674K Buy
10,060
+329
+3% +$22K 0.06% 349
2023
Q4
$640K Sell
9,731
-1,304
-12% -$85.8K 0.06% 331
2023
Q3
$710K Buy
+11,035
New +$710K 0.08% 272