Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$816K Sell
2,815
-2,033
-42% -$589K 0.3% 70
2025
Q1
$1.46M Buy
4,848
+30
+0.6% +$9.06K 0.57% 39
2024
Q4
$1.33M Buy
4,818
+2,340
+94% +$647K 0.51% 41
2024
Q3
$715K Sell
2,478
-25
-1% -$7.21K 0.31% 73
2024
Q2
$638K Sell
2,503
-75
-3% -$19.1K 0.3% 79
2024
Q1
$668K Buy
2,578
+285
+12% +$73.9K 0.33% 73
2023
Q4
$520K Buy
+2,293
New +$520K 0.32% 75