Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$891K Sell
34,215
-761
-2% -$19.8K 0.1% 206
2025
Q1
$888K Sell
34,976
-2,394
-6% -$60.8K 0.1% 191
2024
Q4
$791K Buy
37,370
+7,740
+26% +$164K 0.09% 239
2024
Q3
$572K Buy
29,630
+13,925
+89% +$269K 0.07% 293
2024
Q2
$267K Sell
15,705
-8,905
-36% -$151K 0.05% 331
2024
Q1
$422K Buy
24,610
+13,530
+122% +$232K 0.09% 263
2023
Q4
$210K Sell
11,080
-17,225
-61% -$326K 0.04% 250
2023
Q3
$467K Buy
+28,305
New +$467K 0.15% 136