Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$568K Sell
1,271
-25
-2% -$11.2K 0.06% 311
2025
Q1
$589K Sell
1,296
-2,052
-61% -$933K 0.07% 276
2024
Q4
$1.61M Sell
3,348
-69
-2% -$33.1K 0.18% 113
2024
Q3
$1.57M Buy
3,417
+1,417
+71% +$652K 0.19% 116
2024
Q2
$817K Sell
2,000
-673
-25% -$275K 0.17% 135
2024
Q1
$1.21M Buy
2,673
+323
+14% +$147K 0.25% 91
2023
Q4
$1.12M Sell
2,350
-195
-8% -$93K 0.19% 69
2023
Q3
$1.11M Buy
+2,545
New +$1.11M 0.37% 57