Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$976K Sell
5,260
-419
-7% -$77.8K 0.36% 63
2025
Q1
$1.19M Sell
5,679
-153
-3% -$32.1K 0.46% 47
2024
Q4
$1.04M Buy
5,832
+1,476
+34% +$262K 0.4% 55
2024
Q3
$860K Buy
4,356
+59
+1% +$11.7K 0.37% 62
2024
Q2
$737K Sell
4,297
-11
-0.3% -$1.89K 0.34% 68
2024
Q1
$784K Buy
4,308
+614
+17% +$112K 0.38% 60
2023
Q4
$572K Buy
+3,694
New +$572K 0.35% 69