Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$998K Sell
2,812
-119
-4% -$42.2K 0.46% 51
2025
Q1
$1.03M Sell
2,931
-106
-3% -$37.2K 0.5% 45
2024
Q4
$960K Sell
3,037
-122
-4% -$38.6K 0.47% 47
2024
Q3
$869K Hold
3,159
0.45% 53
2024
Q2
$829K Hold
3,159
0.48% 50
2024
Q1
$882K Buy
3,159
+2
+0.1% +$558 0.58% 43
2023
Q4
$822K Buy
+3,157
New +$822K 0.58% 45