Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Sell
12,499
-1,618
-11% -$33.9K 0.04% 132
2025
Q1
$339K Buy
14,117
+336
+2% +$8.06K 0.05% 118
2024
Q4
$294K Sell
13,781
-325
-2% -$6.94K 0.05% 119
2024
Q3
$326K Sell
14,106
-29
-0.2% -$671 0.06% 119
2024
Q2
$257K Sell
14,135
-364
-3% -$6.62K 0.05% 123
2024
Q1
$311K Sell
14,499
-117
-0.8% -$2.51K 0.06% 122
2023
Q4
$315K Buy
14,616
+4
+0% +$86 0.07% 112
2023
Q3
$293K Buy
+14,612
New +$293K 0.07% 117