Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Sell
13,805
-11,301
-45% -$555K 0.07% 270
2025
Q1
$1.42M Sell
25,106
-374
-1% -$21.2K 0.16% 119
2024
Q4
$1.46M Sell
25,480
-72
-0.3% -$4.13K 0.17% 128
2024
Q3
$1.34M Buy
25,552
+7,739
+43% +$406K 0.16% 142
2024
Q2
$965K Sell
17,813
-2,426
-12% -$131K 0.2% 118
2024
Q1
$1.17M Buy
20,239
+2,551
+14% +$148K 0.24% 95
2023
Q4
$867K Sell
17,688
-2,841
-14% -$139K 0.15% 83
2023
Q3
$885K Buy
+20,529
New +$885K 0.29% 80