Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
7,184
-149
-2% -$11.1K ﹤0.01% 926
2025
Q1
$589K Sell
7,333
-1,357
-16% -$109K 0.01% 883
2024
Q4
$679K Buy
8,690
+525
+6% +$41K 0.01% 853
2024
Q3
$625K Buy
8,165
+1,001
+14% +$76.6K 0.01% 869
2024
Q2
$568K Sell
7,164
-1,343
-16% -$106K 0.01% 870
2024
Q1
$713K Buy
8,507
+746
+10% +$62.5K 0.01% 831
2023
Q4
$669K Buy
7,761
+37
+0.5% +$3.19K 0.01% 829
2023
Q3
$612K Buy
+7,724
New +$612K 0.01% 815