Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Sell
6,997
-623
-8% -$46.2K 0.03% 366
2025
Q1
$314K Sell
7,620
-1,255
-14% -$51.7K 0.03% 413
2024
Q4
$456K Buy
8,875
+878
+11% +$45.1K 0.04% 307
2024
Q3
$382K Sell
7,997
-118
-1% -$5.64K 0.03% 327
2024
Q2
$399K Buy
8,115
+76
+0.9% +$3.74K 0.04% 302
2024
Q1
$348K Sell
8,039
-7,981
-50% -$346K 0.03% 332
2023
Q4
$690K Buy
16,020
+8,024
+100% +$346K 0.03% 335
2023
Q3
$317K Buy
+7,996
New +$317K 0.04% 261