Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$729K Sell
2,296
-48
-2% -$15.2K 0.55% 55
2025
Q1
$607K Buy
2,344
+207
+10% +$53.6K 0.54% 54
2024
Q4
$863K Sell
2,137
-213
-9% -$86K 0.73% 43
2024
Q3
$615K Sell
2,350
-66
-3% -$17.3K 0.49% 58
2024
Q2
$478K Buy
2,416
+97
+4% +$19.2K 0.4% 60
2024
Q1
$408K Sell
2,319
-116
-5% -$20.4K 0.36% 70
2023
Q4
$605K Buy
+2,435
New +$605K 0.62% 49