Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Sell
5,472
-846
-13% -$67K 0.21% 67
2025
Q1
$567K Sell
6,318
-1,290
-17% -$116K 0.3% 58
2024
Q4
$757K Sell
7,608
-1,757
-19% -$175K 0.43% 48
2024
Q3
$1.06M Sell
9,365
-1,763
-16% -$200K 0.61% 38
2024
Q2
$1.38M Buy
11,128
+497
+5% +$61.5K 0.85% 26
2024
Q1
$1.4M Buy
+10,631
New +$1.4M 0.94% 31