Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$877K Sell
4,725
-49
-1% -$9.1K 0.63% 23
2025
Q1
$1M Buy
4,774
+7
+0.1% +$1.47K 1.02% 22
2024
Q4
$847K Buy
4,767
+130
+3% +$23.1K 0.81% 24
2024
Q3
$916K Buy
4,637
+18
+0.4% +$3.56K 0.93% 22
2024
Q2
$792K Buy
4,619
+41
+0.9% +$7.03K 0.86% 22
2024
Q1
$828K Sell
4,578
-90
-2% -$16.3K 0.99% 22
2023
Q4
$723K Buy
+4,668
New +$723K 0.94% 22