Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$481K Sell
3,727
-1,851
-33% -$239K 0.02% 199
2025
Q1
$666K Sell
5,578
-1,814
-25% -$217K 0.03% 188
2024
Q4
$858K Sell
7,392
-28
-0.4% -$3.25K 0.01% 186
2024
Q3
$1M Sell
7,420
-1,545
-17% -$209K 0.04% 159
2024
Q2
$1.22M Buy
8,965
+3,594
+67% +$487K 0.06% 129
2024
Q1
$694K Buy
+5,371
New +$694K 0.03% 188