Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
2,253
-908
-29% -$138K 0.31% 79
2025
Q1
$464K Sell
3,161
-1,179
-27% -$173K 0.46% 62
2024
Q4
$560K Sell
4,340
-1,963
-31% -$253K 0.37% 62
2024
Q3
$829K Buy
6,303
+513
+9% +$67.4K 0.52% 52
2024
Q2
$592K Buy
5,790
+2,412
+71% +$246K 0.43% 58
2024
Q1
$300K Buy
3,378
+2,653
+366% +$235K 0.22% 95
2023
Q4
$66.2K Buy
+725
New +$66.2K 0.05% 173