Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$764K Sell
2,513
-179
-7% -$54.4K 0.06% 179
2025
Q1
$723K Sell
2,692
-1,068
-28% -$287K 0.06% 171
2024
Q4
$926K Sell
3,760
-155
-4% -$38.2K 0.08% 152
2024
Q3
$897K Hold
3,915
0.07% 156
2024
Q2
$790K Buy
3,915
+371
+10% +$74.8K 0.07% 162
2024
Q1
$691K Sell
3,544
-1,241
-26% -$242K 0.06% 169
2023
Q4
$740K Sell
4,785
-338
-7% -$52.3K 0.07% 158
2023
Q3
$663K Buy
+5,123
New +$663K 0.06% 166