Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
1,860
-2,387
-56% -$372K 0.02% 327
2025
Q1
$699K Sell
4,247
-25
-0.6% -$4.12K 0.05% 237
2024
Q4
$696K Sell
4,272
-1,437
-25% -$234K 0.05% 243
2024
Q3
$1.12M Sell
5,709
-425
-7% -$83K 0.08% 207
2024
Q2
$1.06M Sell
6,134
-4,034
-40% -$699K 0.08% 203
2024
Q1
$1.72M Sell
10,168
-615
-6% -$104K 0.13% 155
2023
Q4
$2.13M Buy
10,783
+252
+2% +$49.7K 0.17% 132
2023
Q3
$1.83M Buy
+10,531
New +$1.83M 0.18% 117