Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$947K Sell
5,104
-339
-6% -$62.9K 0.37% 54
2025
Q1
$1.14M Sell
5,443
-110
-2% -$23K 0.47% 47
2024
Q4
$987K Sell
5,553
-235
-4% -$41.8K 0.39% 57
2024
Q3
$1.14M Buy
5,788
+201
+4% +$39.7K 0.45% 50
2024
Q2
$1.04M Buy
5,587
+320
+6% +$59.9K 0.45% 47
2024
Q1
$816K Hold
5,267
0.39% 53
2023
Q4
$816K Buy
+5,267
New +$816K 0.39% 53