Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805K Buy
3,555
+75
+2% +$17K 0.48% 51
2025
Q1
$578K Sell
3,480
-25
-0.7% -$4.15K 0.37% 56
2024
Q4
$692K Sell
3,505
-275
-7% -$54.3K 0.45% 49
2024
Q3
$656K Sell
3,780
-100
-3% -$17.4K 0.4% 54
2024
Q2
$674K Hold
3,880
0.42% 55
2024
Q1
$528K Sell
3,880
-271
-7% -$36.9K 0.32% 59
2023
Q4
$432K Buy
+4,151
New +$432K 0.27% 63