Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$637K Sell
5,858
-1,772
-23% -$193K 0.01% 736
2025
Q1
$558K Sell
7,630
-491
-6% -$35.9K 0.01% 728
2024
Q4
$689K Buy
8,121
+88
+1% +$7.47K 0.01% 685
2024
Q3
$728K Sell
8,033
-198
-2% -$17.9K 0.01% 672
2024
Q2
$664K Buy
8,231
+161
+2% +$13K 0.01% 648
2024
Q1
$786K Buy
8,070
+160
+2% +$15.6K 0.01% 613
2023
Q4
$652K Buy
7,910
+666
+9% +$54.9K 0.01% 638
2023
Q3
$463K Buy
+7,244
New +$463K 0.01% 683