Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
1,786
-338
-16% -$112K 0.14% 98
2025
Q1
$699K Sell
2,124
-75
-3% -$24.7K 0.2% 77
2024
Q4
$607K Sell
2,199
-605
-22% -$167K 0.17% 86
2024
Q3
$972K Sell
2,804
-97
-3% -$33.6K 0.36% 49
2024
Q2
$959K Buy
2,901
+163
+6% +$53.9K 0.49% 35
2024
Q1
$994K Sell
2,738
-109
-4% -$39.6K 0.92% 17
2023
Q4
$853K Buy
+2,847
New +$853K 0.96% 24