Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Sell
2,362
-297
-11% -$94.3K 0.45% 21
2025
Q1
$689K Sell
2,659
-24
-0.9% -$6.22K 0.51% 20
2024
Q4
$1.08M Buy
+2,683
New +$1.08M 0.75% 19
2024
Q2
$531K Buy
2,683
+357
+15% +$70.6K 0.41% 20
2024
Q1
$409K Sell
2,326
-179
-7% -$31.5K 0.35% 23
2023
Q4
$622K Buy
+2,505
New +$622K 0.62% 21