Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Sell
892
-117
-12% -$92.1K 0.04% 405
2025
Q1
$620K Sell
1,009
-235
-19% -$144K 0.04% 416
2024
Q4
$782K Sell
1,244
-20
-2% -$12.6K 0.05% 353
2024
Q3
$785K Sell
1,264
-294
-19% -$183K 0.05% 354
2024
Q2
$1.02M Buy
1,558
+17
+1% +$11.2K 0.07% 260
2024
Q1
$1M Buy
1,541
+624
+68% +$406K 0.06% 334
2023
Q4
$573K Buy
917
+44
+5% +$27.5K 0.11% 216
2023
Q3
$446K Sell
873
-15
-2% -$7.66K 0.08% 250
2023
Q2
$407K Buy
888
+101
+13% +$46.3K 0.07% 293
2023
Q1
$351K Buy
+787
New +$351K 0.07% 310