Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$958K Sell
3,251
-65
-2% -$19.2K 0.97% 32
2025
Q1
$825K Sell
3,316
-130
-4% -$32.3K 0.9% 35
2024
Q4
$758K Sell
3,446
-35
-1% -$7.69K 0.79% 40
2024
Q3
$770K Sell
3,481
-54
-2% -$11.9K 0.78% 41
2024
Q2
$611K Buy
3,535
+180
+5% +$31.1K 0.62% 48
2024
Q1
$641K Buy
3,355
+130
+4% +$24.8K 0.68% 40
2023
Q4
$600K Buy
+3,225
New +$600K 0.7% 36