Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$951K Sell
1,995
-60
-3% -$28.6K 0.56% 38
2025
Q1
$969K Sell
2,055
-1,527
-43% -$720K 0.64% 35
2024
Q4
$1.45M Buy
3,582
+724
+25% +$293K 0.87% 27
2024
Q3
$1.44M Buy
2,858
+62
+2% +$31.3K 0.95% 22
2024
Q2
$1.2M Buy
2,796
+229
+9% +$98.5K 0.86% 25
2024
Q1
$972K Buy
2,567
+712
+38% +$270K 0.82% 27
2023
Q4
$601K Buy
1,855
+205
+12% +$66.4K 0.75% 33
2023
Q3
$518K Buy
+1,650
New +$518K 0.75% 34