Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Sell
2,102
-157
-7% -$56K 0.07% 132
2025
Q1
$614K Sell
2,259
-1,492
-40% -$406K 0.06% 186
2024
Q4
$1.24M Buy
3,751
+56
+2% +$18.6K 0.09% 125
2024
Q3
$1.22M Sell
3,695
-60
-2% -$19.9K 0.09% 130
2024
Q2
$1.18M Sell
3,755
-227
-6% -$71.2K 0.09% 118
2024
Q1
$1.25M Buy
3,982
+7
+0.2% +$2.19K 0.1% 123
2023
Q4
$957K Buy
+3,975
New +$957K 0.08% 142