Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Sell
3,220
-916
-22% -$131K 0.21% 93
2025
Q1
$692K Buy
4,136
+354
+9% +$59.2K 0.42% 37
2024
Q4
$548K Buy
3,782
+148
+4% +$21.4K 0.35% 39
2024
Q3
$535K Sell
3,634
-434
-11% -$63.9K 0.35% 43
2024
Q2
$636K Buy
4,068
+152
+4% +$23.8K 0.45% 37
2024
Q1
$618K Buy
3,916
+1,163
+42% +$183K 0.46% 35
2023
Q4
$411K Buy
+2,753
New +$411K 0.35% 48