Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
12,266
-3,104
-20% -$64.1K 0.02% 607
2025
Q1
$301K Sell
15,370
-3,171
-17% -$62.1K 0.02% 576
2024
Q4
$387K Buy
18,541
+7,640
+70% +$159K 0.02% 505
2024
Q3
$266K Sell
10,901
-1,168
-10% -$28.5K 0.02% 624
2024
Q2
$303K Sell
12,069
-5,221
-30% -$131K 0.02% 585
2024
Q1
$517K Buy
17,290
+1,960
+13% +$58.6K 0.03% 430
2023
Q4
$488K Buy
15,330
+3,192
+26% +$102K 0.04% 407
2023
Q3
$428K Buy
+12,138
New +$428K 0.04% 412