Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
2,252
-794
-26% -$99.7K 0.02% 569
2025
Q1
$417K Sell
3,046
-891
-23% -$122K 0.03% 343
2024
Q4
$602K Buy
3,937
+2,580
+190% +$395K 0.05% 247
2024
Q3
$263K Sell
1,357
-410
-23% -$79.5K 0.02% 388
2024
Q2
$410K Buy
1,767
+40
+2% +$9.27K 0.04% 297
2024
Q1
$372K Sell
1,727
-1,421
-45% -$306K 0.04% 315
2023
Q4
$815K Buy
3,148
+1,482
+89% +$383K 0.03% 299
2023
Q3
$428K Buy
+1,666
New +$428K 0.05% 209