Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
4,395
-496
-10% -$33.8K 0.02% 545
2025
Q1
$296K Sell
4,891
-101
-2% -$6.12K 0.02% 432
2024
Q4
$345K Buy
4,992
+1,015
+26% +$70.1K 0.03% 368
2024
Q3
$263K Sell
3,977
-36
-0.9% -$2.38K 0.02% 389
2024
Q2
$243K Buy
4,013
+39
+1% +$2.36K 0.02% 391
2024
Q1
$226K Sell
3,974
-3,756
-49% -$214K 0.02% 408
2023
Q4
$485K Buy
+7,730
New +$485K 0.02% 405