Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Sell
2,027
-289
-12% -$94.8K 0.01% 903
2025
Q1
$619K Sell
2,316
-293
-11% -$78.3K 0.01% 926
2024
Q4
$620K Buy
2,609
+460
+21% +$109K 0.01% 842
2024
Q3
$562K Sell
2,149
-72
-3% -$18.8K 0.01% 866
2024
Q2
$497K Sell
2,221
-216
-9% -$48.3K 0.01% 881
2024
Q1
$465K Buy
2,437
+303
+14% +$57.9K 0.01% 848
2023
Q4
$382K Buy
+2,134
New +$382K 0.01% 897