Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$639K Sell
8,656
-881
-9% -$65K 0.15% 92
2025
Q1
$586K Sell
9,537
-293
-3% -$18K 0.16% 92
2024
Q4
$550K Sell
9,830
-695
-7% -$38.9K 0.16% 100
2024
Q3
$761K Buy
10,525
+839
+9% +$60.7K 0.28% 66
2024
Q2
$567K Buy
9,686
+2,980
+44% +$174K 0.29% 72
2024
Q1
$379K Buy
+6,706
New +$379K 0.35% 77