Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$789K Sell
2,207
-8
-0.4% -$2.86K 0.57% 30
2025
Q1
$850K Sell
2,215
-20
-0.9% -$7.67K 0.77% 26
2024
Q4
$994K Sell
2,235
-36
-2% -$16K 0.86% 27
2024
Q3
$1.18M Sell
2,271
-56
-2% -$29K 1.03% 23
2024
Q2
$1.32M Buy
+2,327
New +$1.32M 1.17% 19