Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
35,231
+628
+2% +$9.07K 0.01% 1042
2025
Q1
$614K Sell
34,603
-730
-2% -$13K 0.01% 932
2024
Q4
$590K Sell
35,333
-1,729
-5% -$28.9K 0.01% 862
2024
Q3
$628K Sell
37,062
-1,764
-5% -$29.9K 0.02% 821
2024
Q2
$708K Sell
38,826
-5,479
-12% -$99.9K 0.02% 724
2024
Q1
$957K Sell
44,305
-89
-0.2% -$1.92K 0.02% 585
2023
Q4
$987K Sell
44,394
-2,551
-5% -$56.7K 0.02% 562
2023
Q3
$1.43M Buy
+46,945
New +$1.43M 0.04% 406