Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Sell
5,146
-205
-4% -$31.2K 0.02% 247
2025
Q1
$786K Sell
5,351
-1,540
-22% -$226K 0.03% 239
2024
Q4
$890K Buy
6,891
+1,067
+18% +$138K 0.03% 226
2024
Q3
$796K Hold
5,824
0.03% 238
2024
Q2
$595K Sell
5,824
-1,208
-17% -$123K 0.02% 248
2024
Q1
$624K Sell
7,032
-286
-4% -$25.4K 0.02% 239
2023
Q4
$669K Buy
+7,318
New +$669K 0.02% 212