Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Sell
7,006
-1,250
-15% -$92.9K 0.39% 40
2025
Q1
$539K Buy
8,256
+300
+4% +$19.6K 0.4% 38
2024
Q4
$679K Sell
7,956
-480
-6% -$41K 0.45% 33
2024
Q3
$658K Sell
8,436
-625
-7% -$48.8K 0.47% 35
2024
Q2
$526K Sell
9,061
-850
-9% -$49.3K 0.37% 37
2024
Q1
$664K Sell
9,911
-100
-1% -$6.7K 0.48% 38
2023
Q4
$615K Buy
+10,011
New +$615K 0.54% 38