Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
13,013
+403
+3% +$8.93K 0.04% 322
2025
Q1
$290K Sell
12,610
-539
-4% -$12.4K 0.04% 308
2024
Q4
$305K Sell
13,149
-2,225
-14% -$51.6K 0.04% 306
2024
Q3
$535K Sell
15,374
-506
-3% -$17.6K 0.08% 240
2024
Q2
$514K Sell
15,880
-185
-1% -$5.99K 0.09% 241
2024
Q1
$546K Sell
16,065
-3,166
-16% -$108K 0.12% 202
2023
Q4
$757K Buy
+19,231
New +$757K 0.2% 146