Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$639K Sell
2,930
-954
-25% -$208K 0.15% 80
2025
Q1
$528K Sell
3,884
-3
-0.1% -$408 0.14% 82
2024
Q4
$559K Buy
3,887
+3
+0.1% +$432 0.16% 78
2024
Q3
$465K Sell
3,884
-30
-0.8% -$3.6K 0.14% 93
2024
Q2
$426K Buy
3,914
+30
+0.8% +$3.26K 0.14% 89
2024
Q1
$520K Hold
3,884
0.18% 81
2023
Q4
$495K Hold
3,884
0.2% 78
2023
Q3
$493K Sell
3,884
-1,649
-30% -$209K 0.22% 74
2023
Q2
$597K Buy
+5,533
New +$597K 0.54% 39