Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$851K Sell
11,540
-453
-4% -$33.4K 0.09% 217
2025
Q1
$937K Sell
11,993
-5,219
-30% -$408K 0.11% 187
2024
Q4
$2.03M Sell
17,212
-4,287
-20% -$504K 0.23% 89
2024
Q3
$2.32M Buy
21,499
+8,930
+71% +$963K 0.27% 85
2024
Q2
$1.1M Sell
12,569
-4,278
-25% -$373K 0.22% 100
2024
Q1
$1.48M Buy
16,847
+5,550
+49% +$489K 0.3% 75
2023
Q4
$835K Sell
11,297
-1,917
-15% -$142K 0.14% 89
2023
Q3
$751K Buy
+13,214
New +$751K 0.25% 94