Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$672K Hold
1,257
0.21% 77
2025
Q1
$465K Sell
1,257
-262
-17% -$96.8K 0.15% 88
2024
Q4
$689K Buy
+1,519
New +$689K 0.21% 77
2024
Q2
$555K Sell
1,519
-333
-18% -$122K 0.18% 83
2024
Q1
$649K Hold
1,852
0.2% 83
2023
Q4
$399K Sell
1,852
-97
-5% -$20.9K 0.13% 91
2023
Q3
$410K Hold
1,949
0.14% 87
2023
Q2
$431K Buy
+1,949
New +$431K 0.14% 86
2019
Q3
$654K Buy
+1,519
New +$654K 0.2% 80