Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$859K Sell
5,437
-885
-14% -$140K 0.57% 18
2025
Q1
$685K Buy
+6,322
New +$685K 0.52% 20
2024
Q3
$792K Buy
6,518
+88
+1% +$10.7K 0.71% 19
2024
Q2
$794K Buy
6,430
+110
+2% +$13.6K 0.65% 19
2024
Q1
$571K Sell
6,320
-13,230
-68% -$1.2M 0.49% 22
2023
Q4
$968K Sell
19,550
-50
-0.3% -$2.48K 0.5% 35
2023
Q3
$853K Buy
+19,600
New +$853K 0.48% 37