Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Sell
3,146
-8
-0.3% -$1.26K 0.39% 10
2025
Q1
$342K Sell
3,154
-2,917
-48% -$316K 0.28% 17
2024
Q4
$815K Buy
6,071
+41
+0.7% +$5.51K 0.66% 11
2024
Q3
$732K Sell
6,030
-244
-4% -$29.6K 0.62% 10
2024
Q2
$775K Sell
6,274
-96
-2% -$11.9K 0.69% 9
2024
Q1
$576K Buy
+6,370
New +$576K 0.53% 12