Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
705
-134
-16% -$47.8K 0.03% 339
2025
Q1
$335K Sell
839
-11
-1% -$4.39K 0.04% 290
2024
Q4
$305K Buy
850
+8
+1% +$2.87K 0.03% 314
2024
Q3
$291K Sell
842
-113
-12% -$39.1K 0.04% 285
2024
Q2
$280K Sell
955
-171
-15% -$50.2K 0.04% 285
2024
Q1
$376K Sell
1,126
-1,563
-58% -$522K 0.05% 248
2023
Q4
$783K Sell
2,689
-1,462
-35% -$425K 0.12% 186
2023
Q3
$1.35M Buy
4,151
+1
+0% +$324 0.2% 118
2023
Q2
$1.43M Buy
4,150
+1
+0% +$345 0.21% 118
2023
Q1
$1.31M Buy
+4,149
New +$1.31M 0.21% 127