Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
13,680
-8,273
-38% -$1.34M 0.13% 150
2025
Q1
$2.34M Buy
21,953
+3,759
+21% +$401K 0.15% 132
2024
Q4
$2.24M Sell
18,194
-1,619
-8% -$200K 0.14% 133
2024
Q3
$2.83M Sell
19,813
-2,194
-10% -$314K 0.18% 99
2024
Q2
$3.6M Sell
22,007
-6,171
-22% -$1.01M 0.26% 78
2024
Q1
$3.52M Buy
+28,178
New +$3.52M 0.21% 94