Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
1,824
-2,986
-62% -$586K 0.1% 124
2025
Q1
$986K Buy
4,810
+3,092
+180% +$634K 0.23% 84
2024
Q4
$394K Buy
1,718
+16
+0.9% +$3.67K 0.09% 121
2024
Q3
$466K Sell
1,702
-2
-0.1% -$548 0.11% 114
2024
Q2
$426K Sell
1,704
-1,641
-49% -$410K 0.11% 118
2024
Q1
$835K Buy
3,345
+1,715
+105% +$428K 0.22% 84
2023
Q4
$377K Buy
+1,630
New +$377K 0.11% 120