Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Hold
836
0.03% 302
2025
Q1
$227K Sell
836
-226
-21% -$61.4K 0.02% 321
2024
Q4
$353K Sell
1,062
-100
-9% -$33.2K 0.03% 270
2024
Q3
$385K Buy
1,162
+65
+6% +$21.5K 0.04% 261
2024
Q2
$344K Sell
1,097
-64
-6% -$20.1K 0.03% 260
2024
Q1
$363K Sell
1,161
-50
-4% -$15.6K 0.04% 256
2023
Q4
$292K Sell
1,211
-48
-4% -$11.6K 0.03% 265
2023
Q3
$268K Sell
1,259
-99
-7% -$21.1K 0.03% 272
2023
Q2
$273K Sell
1,358
-28
-2% -$5.63K 0.03% 282
2023
Q1
$237K Buy
+1,386
New +$237K 0.03% 293