Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$736K Sell
6,000
-3,000
-33% -$368K 0.25% 22
2025
Q1
$822K Sell
9,000
-1,095
-11% -$100K 0.32% 20
2024
Q4
$1.16M Sell
10,095
-13
-0.1% -$1.5K 0.43% 18
2024
Q3
$1.2M Buy
10,108
+6,591
+187% +$781K 0.4% 20
2024
Q2
$485K Buy
+3,517
New +$485K 0.17% 23