Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$754K Sell
31,089
-318
-1% -$7.71K 0.39% 53
2025
Q1
$796K Buy
31,407
+6,031
+24% +$153K 0.44% 47
2024
Q4
$673K Sell
25,376
-13,321
-34% -$353K 0.35% 63
2024
Q3
$1.12M Sell
38,697
-1,501
-4% -$43.4K 0.6% 39
2024
Q2
$1.12M Sell
40,198
-894
-2% -$25K 0.65% 36
2024
Q1
$1.14M Buy
41,092
+1,606
+4% +$44.6K 0.69% 36
2023
Q4
$1.14M Buy
+39,486
New +$1.14M 0.75% 36