Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
1,462
-12
-0.8% -$9.45K 0.08% 194
2025
Q1
$905K Sell
1,474
-48
-3% -$29.5K 0.07% 213
2024
Q4
$957K Sell
1,522
-1
-0.1% -$629 0.07% 216
2024
Q3
$946K Sell
1,523
-53
-3% -$32.9K 0.06% 219
2024
Q2
$1.04M Buy
1,576
+484
+44% +$318K 0.07% 205
2024
Q1
$710K Hold
1,092
0.05% 235
2023
Q4
$683K Buy
1,092
+293
+37% +$183K 0.05% 232
2023
Q3
$408K Buy
+799
New +$408K 0.04% 237