Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$832K Sell
9,305
-754
-7% -$67.4K 0.2% 73
2025
Q1
$763K Sell
10,059
-1,806
-15% -$137K 0.21% 72
2024
Q4
$917K Sell
11,865
-79
-0.7% -$6.11K 0.26% 63
2024
Q3
$872K Sell
11,944
-911
-7% -$66.5K 0.33% 56
2024
Q2
$775K Buy
12,855
+576
+5% +$34.7K 0.4% 48
2024
Q1
$775K Sell
12,279
-1,016
-8% -$64.1K 0.71% 34
2023
Q4
$773K Buy
+13,295
New +$773K 0.87% 33