Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
6,439
-1,186
-16% -$94.1K 0.2% 90
2025
Q1
$686K Sell
7,625
-611
-7% -$55K 0.28% 75
2024
Q4
$821K Sell
8,236
-149
-2% -$14.9K 0.32% 70
2024
Q3
$954K Buy
8,385
+111
+1% +$12.6K 0.38% 60
2024
Q2
$954K Buy
8,274
+12
+0.1% +$1.38K 0.41% 54
2024
Q1
$903K Hold
8,262
0.43% 43
2023
Q4
$903K Buy
+8,262
New +$903K 0.43% 43