Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Sell
6,224
-262
-4% -$29.7K 0.38% 47
2025
Q1
$858K Sell
6,486
-824
-11% -$109K 0.48% 39
2024
Q4
$620K Sell
7,310
-1,799
-20% -$153K 0.35% 46
2024
Q3
$967K Sell
9,109
-290
-3% -$30.8K 0.54% 40
2024
Q2
$677K Sell
9,399
-378
-4% -$27.2K 0.41% 44
2024
Q1
$707K Sell
9,777
-15
-0.2% -$1.09K 0.42% 45
2023
Q4
$759K Buy
+9,792
New +$759K 0.5% 44