Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$770K Buy
1,615
+146
+10% +$69.6K 0.01% 677
2025
Q1
$539K Sell
1,469
-28
-2% -$10.3K 0.01% 743
2024
Q4
$605K Sell
1,497
-88
-6% -$35.6K 0.01% 720
2024
Q3
$800K Buy
1,585
+133
+9% +$67.1K 0.01% 645
2024
Q2
$625K Buy
1,452
+40
+3% +$17.2K 0.01% 669
2024
Q1
$535K Sell
1,412
-10
-0.7% -$3.79K 0.01% 722
2023
Q4
$461K Sell
1,422
-5
-0.4% -$1.62K 0.01% 748
2023
Q3
$448K Buy
+1,427
New +$448K 0.01% 696