Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
3,538
-267
-7% -$27.3K 0.01% 784
2025
Q1
$423K Sell
3,805
-923
-20% -$103K 0.01% 696
2024
Q4
$489K Buy
4,728
+227
+5% +$23.5K 0.01% 643
2024
Q3
$503K Buy
4,501
+1,772
+65% +$198K 0.01% 615
2024
Q2
$244K Sell
2,729
-622
-19% -$55.6K 0.01% 686
2024
Q1
$282K Buy
3,351
+324
+11% +$27.2K 0.01% 681
2023
Q4
$250K Sell
3,027
-5
-0.2% -$412 0.01% 661
2023
Q3
$233K Buy
+3,032
New +$233K 0.01% 586