Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
2,316
-326
-12% -$153K 0.5% 46
2025
Q1
$1.23M Buy
2,642
+150
+6% +$69.8K 0.62% 33
2024
Q4
$1.04M Buy
2,492
+80
+3% +$33.5K 0.5% 37
2024
Q3
$1.15M Buy
2,412
+240
+11% +$114K 0.55% 36
2024
Q2
$953K Buy
2,172
+562
+35% +$247K 0.48% 37
2024
Q1
$747K Hold
1,610
0.4% 44
2023
Q4
$661K Buy
+1,610
New +$661K 0.39% 44