Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$994K Buy
3,430
+74
+2% +$21.4K 0.91% 40
2025
Q1
$1.01M Sell
3,356
-80
-2% -$24.2K 1.14% 21
2024
Q4
$949K Sell
3,436
-57
-2% -$15.7K 0.84% 55
2024
Q3
$1.01M Sell
3,493
-140
-4% -$40.4K 0.89% 53
2024
Q2
$927K Hold
3,633
0.77% 61
2024
Q1
$941K Buy
3,633
+176
+5% +$45.6K 0.73% 75
2023
Q4
$781K Buy
+3,457
New +$781K 0.7% 84