Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
5,176
-58
-1% -$12.7K 0.9% 35
2025
Q1
$732K Buy
5,234
+44
+0.8% +$6.15K 0.59% 51
2024
Q4
$865K Hold
5,190
0.7% 41
2024
Q3
$884K Hold
5,190
0.72% 40
2024
Q2
$733K Sell
5,190
-50
-1% -$7.06K 0.62% 44
2024
Q1
$658K Sell
5,240
-72
-1% -$9.04K 0.54% 51
2023
Q4
$560K Sell
5,312
-361
-6% -$38.1K 0.49% 60
2023
Q3
$601K Hold
5,673
0.58% 49
2023
Q2
$676K Buy
+5,673
New +$676K 0.65% 43