Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
17,798
+3,911
+28% +$271K 0.24% 56
2025
Q1
$857K Sell
13,887
-250
-2% -$15.4K 0.18% 72
2024
Q4
$837K Buy
14,137
+1,062
+8% +$62.9K 0.18% 69
2024
Q3
$696K Sell
13,075
-1,249
-9% -$66.5K 0.15% 79
2024
Q2
$681K Sell
14,324
-10,096
-41% -$480K 0.16% 77
2024
Q1
$1.22M Sell
24,420
-3,296
-12% -$165K 0.31% 46
2023
Q4
$1.4M Buy
+27,716
New +$1.4M 0.39% 37