Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$726K Buy
27,400
+2,000
+8% +$53K 0.18% 33
2025
Q1
$776K Sell
25,400
-3,000
-11% -$91.6K 0.29% 32
2024
Q4
$1.22M Sell
28,400
-18,000
-39% -$772K 0.3% 16
2024
Q3
$1.03M Sell
46,400
-11,000
-19% -$244K 0.29% 16
2024
Q2
$941K Buy
+57,400
New +$941K 0.29% 17