Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$687K Sell
49,304
-5,075
-9% -$70.7K 0.07% 265
2025
Q1
$934K Buy
54,379
+4,581
+9% +$78.7K 0.11% 188
2024
Q4
$1M Sell
49,798
-3,029
-6% -$61.1K 0.11% 189
2024
Q3
$1.04M Buy
52,827
+18,562
+54% +$367K 0.12% 187
2024
Q2
$598K Sell
34,265
-5,875
-15% -$103K 0.12% 185
2024
Q1
$673K Buy
40,140
+16,937
+73% +$284K 0.14% 168
2023
Q4
$418K Sell
23,203
-7,663
-25% -$138K 0.07% 158
2023
Q3
$498K Buy
+30,866
New +$498K 0.16% 128