Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
+5,651
New +$138K 0.04% 284
2024
Q4
$1.04M Sell
31,745
-1,719
-5% -$56.1K 0.31% 86
2024
Q3
$1.2M Sell
33,464
-838
-2% -$30.1K 0.36% 77
2024
Q2
$1.2M Sell
34,302
-438
-1% -$15.3K 0.39% 70
2024
Q1
$1.05M Buy
+34,740
New +$1.05M 0.36% 78