Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Sell
53,007
-5,497
-9% -$65K 0.04% 496
2025
Q1
$637K Sell
58,504
-42,349
-42% -$461K 0.05% 481
2024
Q4
$1.14M Sell
100,853
-57,251
-36% -$644K 0.1% 311
2024
Q3
$2.26M Sell
158,104
-35,204
-18% -$502K 0.2% 177
2024
Q2
$3.59M Buy
+193,308
New +$3.59M 0.34% 78