Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Sell
3,048
-100
-3% -$18.6K 0.35% 65
2025
Q1
$660K Sell
3,148
-3,218
-51% -$674K 0.45% 52
2024
Q4
$1.13M Buy
6,366
+3,183
+100% +$566K 0.36% 69
2024
Q3
$629K Sell
3,183
-113
-3% -$22.3K 0.39% 52
2024
Q2
$565K Hold
3,296
0.36% 63
2024
Q1
$600K Sell
3,296
-155
-4% -$28.2K 0.36% 61
2023
Q4
$535K Buy
+3,451
New +$535K 0.38% 57