Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Sell
3,441
-2,707
-44% -$428K 0.19% 39
2025
Q1
$666K Sell
6,148
-72
-1% -$7.8K 0.25% 36
2024
Q4
$835K Buy
6,220
+2,514
+68% +$338K 0.31% 29
2024
Q3
$450K Buy
3,706
+119
+3% +$14.5K 0.2% 36
2024
Q2
$443K Buy
3,587
+477
+15% +$58.9K 0.23% 32
2024
Q1
$281K Buy
+3,110
New +$281K 0.14% 44