Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Sell
6,569
-904
-12% -$72.3K 0.32% 55
2025
Q1
$677K Buy
7,473
+1,371
+22% +$124K 0.44% 36
2024
Q4
$612K Sell
6,102
-885
-13% -$88.7K 0.35% 42
2024
Q3
$799K Sell
6,987
-560
-7% -$64K 0.51% 29
2024
Q2
$940K Buy
+7,547
New +$940K 0.56% 26