Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Sell
999
-229
-19% -$44.4K 0.08% 97
2025
Q1
$144K Sell
1,228
-627
-34% -$73.6K 0.06% 115
2024
Q4
$256K Sell
1,855
-12
-0.6% -$1.65K 0.12% 73
2024
Q3
$221K Buy
1,867
+3
+0.2% +$356 0.11% 88
2024
Q2
$160K Sell
1,864
-9
-0.5% -$774 0.08% 108
2024
Q1
$130K Buy
1,873
+968
+107% +$67.4K 0.07% 123
2023
Q4
$34.9K Buy
+905
New +$34.9K 0.02% 199