Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
4,031
-445
-10% -$28.6K 0.02% 345
2025
Q1
$311K Sell
4,476
-2,904
-39% -$202K 0.02% 319
2024
Q4
$536K Buy
7,380
+1,699
+30% +$123K 0.04% 265
2024
Q3
$477K Sell
5,681
-47
-0.8% -$3.95K 0.03% 290
2024
Q2
$382K Buy
5,728
+336
+6% +$22.4K 0.03% 303
2024
Q1
$425K Sell
5,392
-62
-1% -$4.89K 0.03% 290
2023
Q4
$365K Buy
5,454
+1,305
+31% +$87.4K 0.03% 296
2023
Q3
$222K Buy
+4,149
New +$222K 0.02% 295