Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
1,677
-37
-2% -$11.8K 0.23% 78
2025
Q1
$444K Sell
1,714
-1
-0.1% -$259 0.21% 77
2024
Q4
$693K Sell
1,715
-248
-13% -$100K 0.31% 73
2024
Q3
$514K Buy
1,963
+78
+4% +$20.4K 0.23% 80
2024
Q2
$373K Hold
1,885
0.17% 80
2024
Q1
$331K Buy
1,885
+529
+39% +$93K 0.15% 83
2023
Q4
$337K Buy
1,356
+54
+4% +$13.4K 0.17% 81
2023
Q3
$326K Buy
+1,302
New +$326K 0.18% 80