Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$642K Sell
22,190
-470
-2% -$13.6K 0.53% 54
2025
Q1
$641K Sell
22,660
-769
-3% -$21.7K 0.56% 54
2024
Q4
$533K Sell
23,429
-1,689
-7% -$38.5K 0.47% 60
2024
Q3
$553K Buy
25,118
+770
+3% +$16.9K 0.47% 54
2024
Q2
$465K Sell
24,348
-541
-2% -$10.3K 0.43% 60
2024
Q1
$438K Sell
24,889
-2,958
-11% -$52.1K 0.4% 72
2023
Q4
$467K Buy
+27,847
New +$467K 0.47% 64