Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
6,529
-299
-4% -$65.4K 0.81% 35
2025
Q1
$955K Sell
6,828
-865
-11% -$121K 0.57% 50
2024
Q4
$1.28M Sell
7,693
-1,294
-14% -$216K 0.75% 35
2024
Q3
$1.53M Buy
+8,987
New +$1.53M 0.94% 28