Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$575K Sell
27,477
-11,509
-30% -$241K 0.02% 669
2025
Q1
$935K Buy
38,986
+1,215
+3% +$29.1K 0.04% 455
2024
Q4
$806K Buy
37,771
+4,116
+12% +$87.9K 0.03% 485
2024
Q3
$778K Buy
33,655
+3,124
+10% +$72.3K 0.03% 466
2024
Q2
$555K Sell
30,531
-3,158
-9% -$57.4K 0.03% 520
2024
Q1
$723K Sell
33,689
-8,023
-19% -$172K 0.04% 423
2023
Q4
$898K Sell
41,712
-1,272
-3% -$27.4K 0.05% 344
2023
Q3
$863K Buy
+42,984
New +$863K 0.07% 302