Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$861K Sell
12,230
-1,744
-12% -$123K 0.06% 241
2025
Q1
$1.02M Sell
13,974
-963
-6% -$70.6K 0.08% 181
2024
Q4
$936K Buy
14,937
+353
+2% +$22.1K 0.08% 167
2024
Q3
$962K Buy
14,584
+2,306
+19% +$152K 0.09% 172
2024
Q2
$886K Buy
12,278
+633
+5% +$45.7K 0.08% 171
2024
Q1
$781K Sell
11,645
-11,045
-49% -$740K 0.07% 197
2023
Q4
$1.49M Buy
22,690
+12,147
+115% +$799K 0.06% 191
2023
Q3
$679K Buy
+10,543
New +$679K 0.08% 143