Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$822K Sell
2,125
-230
-10% -$89K 0.16% 71
2025
Q1
$903K Sell
2,355
-165
-7% -$63.3K 0.19% 70
2024
Q4
$1.12M Sell
2,520
-163
-6% -$72.5K 0.24% 58
2024
Q3
$1.39M Sell
2,683
-124
-4% -$64.2K 0.3% 42
2024
Q2
$1.56M Buy
2,807
+150
+6% +$83.3K 0.37% 34
2024
Q1
$1.34M Sell
2,657
-130
-5% -$65.6K 0.34% 38
2023
Q4
$1.66M Buy
+2,787
New +$1.66M 0.47% 31