Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
2,550
-529
-17% -$68.2K 0.04% 429
2025
Q1
$394K Buy
3,079
+187
+6% +$23.9K 0.05% 361
2024
Q4
$442K Sell
2,892
-184
-6% -$28.1K 0.05% 344
2024
Q3
$550K Buy
3,076
+1,255
+69% +$225K 0.07% 301
2024
Q2
$297K Sell
1,821
-643
-26% -$105K 0.06% 311
2024
Q1
$431K Buy
2,464
+696
+39% +$122K 0.09% 260
2023
Q4
$298K Buy
+1,768
New +$298K 0.05% 201