Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Sell
1,936
-106
-5% -$23.1K 0.01% 439
2025
Q1
$278K Sell
2,042
-61
-3% -$8.3K 0.01% 482
2024
Q4
$303K Sell
2,103
-537
-20% -$77.3K 0.01% 465
2024
Q3
$316K Sell
2,640
-155
-6% -$18.6K 0.01% 477
2024
Q2
$304K Buy
2,795
+32
+1% +$3.48K 0.01% 464
2024
Q1
$370K Sell
2,763
-169
-6% -$22.6K 0.01% 428
2023
Q4
$374K Buy
2,932
+1,037
+55% +$132K 0.02% 404
2023
Q3
$240K Buy
+1,895
New +$240K 0.03% 284