Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
6,397
-200
-3% -$31.6K 0.8% 18
2025
Q1
$715K Buy
6,597
+17
+0.3% +$1.84K 0.6% 19
2024
Q4
$884K Buy
6,580
+150
+2% +$20.1K 0.73% 18
2024
Q3
$781K Buy
6,430
+475
+8% +$57.7K 0.66% 20
2024
Q2
$736K Buy
+5,955
New +$736K 0.65% 19