Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
6,436
-1,169
-15% -$240K 0.6% 22
2025
Q1
$1.69M Sell
7,605
-216
-3% -$48K 0.83% 17
2024
Q4
$1.96M Sell
7,821
-1,816
-19% -$455K 0.93% 18
2024
Q3
$2.25M Buy
9,637
+2,246
+30% +$523K 1.33% 13
2024
Q2
$1.56M Buy
7,391
+4,097
+124% +$863K 1.06% 15
2024
Q1
$565K Buy
3,294
+664
+25% +$114K 0.5% 27
2023
Q4
$506K Buy
+2,630
New +$506K 0.67% 20