Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Sell
2,453
-776
-24% -$176K 0.04% 263
2025
Q1
$536K Buy
3,229
+746
+30% +$124K 0.04% 262
2024
Q4
$490K Sell
2,483
-407
-14% -$80.4K 0.03% 275
2024
Q3
$502K Sell
2,890
-437
-13% -$75.9K 0.03% 280
2024
Q2
$578K Sell
3,327
-475
-12% -$82.6K 0.04% 265
2024
Q1
$517K Hold
3,802
0.04% 268
2023
Q4
$395K Hold
3,802
0.03% 291
2023
Q3
$330K Buy
+3,802
New +$330K 0.03% 255