Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$763K Sell
9,352
-213
-2% -$17.4K 0.08% 241
2025
Q1
$949K Sell
9,565
-346
-3% -$34.3K 0.11% 184
2024
Q4
$995K Sell
9,911
-263
-3% -$26.4K 0.11% 191
2024
Q3
$927K Buy
10,174
+3,271
+47% +$298K 0.11% 207
2024
Q2
$563K Sell
6,903
-555
-7% -$45.3K 0.11% 197
2024
Q1
$598K Buy
7,458
+4,511
+153% +$362K 0.12% 189
2023
Q4
$207K Sell
2,947
-340
-10% -$23.9K 0.04% 253
2023
Q3
$209K Buy
+3,287
New +$209K 0.07% 232