Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Sell
4,253
-219
-5% -$38K 0.21% 109
2025
Q1
$512K Sell
4,472
-671
-13% -$76.8K 0.16% 134
2024
Q4
$733K Sell
5,143
-178
-3% -$25.4K 0.22% 105
2024
Q3
$734K Sell
5,321
-103
-2% -$14.2K 0.23% 103
2024
Q2
$635K Buy
5,424
+424
+8% +$49.6K 0.21% 112
2024
Q1
$430K Sell
5,000
-80
-2% -$6.88K 0.16% 137
2023
Q4
$244K Buy
+5,080
New +$244K 0.1% 163