Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
4,588
-62
-1% -$18.3K 0.63% 31
2025
Q1
$1.16M Buy
4,650
+640
+16% +$159K 0.59% 35
2024
Q4
$882K Sell
4,010
-116
-3% -$25.5K 0.48% 43
2024
Q3
$912K Sell
4,126
-137
-3% -$30.3K 0.49% 43
2024
Q2
$737K Buy
4,263
+35
+0.8% +$6.05K 0.42% 54
2024
Q1
$807K Buy
+4,228
New +$807K 0.47% 50