Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
3,763
-124
-3% -$19.5K 0.14% 119
2025
Q1
$685K Buy
3,887
+271
+7% +$47.8K 0.18% 107
2024
Q4
$711K Sell
3,616
-569
-14% -$112K 0.19% 97
2024
Q3
$992K Buy
4,185
+8
+0.2% +$1.9K 0.26% 80
2024
Q2
$883K Buy
4,177
+838
+25% +$177K 0.25% 84
2024
Q1
$844K Buy
3,339
+286
+9% +$72.3K 0.25% 81
2023
Q4
$706K Buy
+3,053
New +$706K 0.24% 85