Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
7,684
-175
-2% -$26.6K 0.11% 144
2025
Q1
$1.15M Buy
7,859
+717
+10% +$105K 0.11% 145
2024
Q4
$922K Sell
7,142
-189
-3% -$24.4K 0.08% 157
2024
Q3
$1.01M Buy
7,331
+52
+0.7% +$7.14K 0.09% 150
2024
Q2
$744K Sell
7,279
-1,376
-16% -$141K 0.07% 164
2024
Q1
$844K Sell
8,655
-4,116
-32% -$401K 0.09% 157
2023
Q4
$1.17M Buy
+12,771
New +$1.17M 0.11% 138