Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$670K Sell
14,779
-1,555
-10% -$70.5K 0.01% 897
2025
Q1
$626K Buy
16,334
+863
+6% +$33.1K 0.01% 914
2024
Q4
$786K Sell
15,471
-1,118
-7% -$56.8K 0.01% 741
2024
Q3
$729K Sell
16,589
-758
-4% -$33.3K 0.02% 753
2024
Q2
$641K Buy
17,347
+5,780
+50% +$214K 0.02% 773
2024
Q1
$466K Buy
11,567
+1,945
+20% +$78.3K 0.01% 847
2023
Q4
$457K Sell
9,622
-148
-2% -$7.03K 0.01% 819
2023
Q3
$326K Buy
+9,770
New +$326K 0.01% 861