Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Sell
4,169
-111
-3% -$17.4K 0.21% 107
2025
Q1
$553K Buy
4,280
+98
+2% +$12.7K 0.2% 114
2024
Q4
$598K Sell
4,182
-552
-12% -$78.9K 0.22% 105
2024
Q3
$708K Sell
4,734
-120
-2% -$17.9K 0.24% 103
2024
Q2
$627K Buy
4,854
+125
+3% +$16.1K 0.22% 104
2024
Q1
$643K Sell
4,729
-541
-10% -$73.6K 0.24% 99
2023
Q4
$629K Sell
5,270
-330
-6% -$39.4K 0.23% 97
2023
Q3
$548K Buy
+5,600
New +$548K 0.22% 106