Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
4,060
-611
-13% -$96.5K 1.25% 23
2025
Q1
$506K Buy
4,671
+754
+19% +$81.7K 0.83% 32
2024
Q4
$526K Buy
3,917
+372
+10% +$50K 0.86% 29
2024
Q3
$431K Sell
3,545
-1,256
-26% -$153K 0.33% 34
2024
Q2
$593K Buy
4,801
+2,191
+84% +$271K 0.44% 25
2024
Q1
$236K Buy
+2,610
New +$236K 0.17% 41