Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Sell
17,071
-723
-4% -$31.3K 0.28% 58
2025
Q1
$807K Buy
17,794
+1,525
+9% +$69.2K 0.32% 52
2024
Q4
$651K Sell
16,269
-140
-0.9% -$5.6K 0.27% 64
2024
Q3
$737K Sell
16,409
-10,567
-39% -$475K 0.29% 61
2024
Q2
$1.11M Buy
26,976
+4,066
+18% +$168K 0.45% 39
2024
Q1
$961K Sell
22,910
-2,663
-10% -$112K 0.39% 47
2023
Q4
$964K Buy
25,573
+5,534
+28% +$209K 0.42% 44
2023
Q3
$649K Buy
+20,039
New +$649K 0.32% 51