Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
50,224
-121
-0.2% -$2.65K 0.49% 54
2025
Q1
$986K Buy
50,345
+4,413
+10% +$86.5K 0.49% 45
2024
Q4
$720K Sell
45,932
-1,305
-3% -$20.4K 0.33% 67
2024
Q3
$858K Sell
47,237
-8,752
-16% -$159K 0.41% 56
2024
Q2
$960K Buy
55,989
+14
+0% +$240 0.47% 47
2024
Q1
$923K Buy
+55,975
New +$923K 0.51% 46