Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$813K Sell
28,084
-434
-2% -$12.6K 0.55% 58
2025
Q1
$806K Sell
28,518
-1,720
-6% -$48.6K 0.55% 56
2024
Q4
$688K Buy
30,238
+1,475
+5% +$33.6K 0.48% 62
2024
Q3
$633K Sell
28,763
-703
-2% -$15.5K 0.42% 67
2024
Q2
$563K Sell
29,466
-175
-0.6% -$3.34K 0.44% 59
2024
Q1
$521K Sell
29,641
-1,718
-5% -$30.2K 0.41% 64
2023
Q4
$526K Sell
31,359
-3,958
-11% -$66.4K 0.42% 64
2023
Q3
$530K Buy
+35,317
New +$530K 0.45% 62