Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
1,690
-346
-17% -$46.8K 0.08% 121
2025
Q1
$215K Buy
+2,036
New +$215K 0.09% 114
2024
Q3
$271K Sell
1,988
-10
-0.5% -$1.37K 0.11% 103
2024
Q2
$305K Buy
1,998
+12
+0.6% +$1.83K 0.13% 94
2024
Q1
$291K Buy
+1,986
New +$291K 0.13% 92
2023
Q3
$226K Sell
1,922
-32
-2% -$3.77K 0.12% 97
2023
Q2
$273K Sell
1,954
-46
-2% -$6.42K 0.14% 90
2023
Q1
$235K Buy
+2,000
New +$235K 0.13% 93