Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$560K Sell
7,574
-10,374
-58% -$767K 0.17% 107
2025
Q1
$1.14M Buy
17,948
+2,137
+14% +$136K 0.39% 71
2024
Q4
$1.13M Buy
15,811
+893
+6% +$63.6K 0.39% 71
2024
Q3
$1.32M Sell
14,918
-1,033
-6% -$91.3K 0.48% 62
2024
Q2
$1.2M Buy
15,951
+1,136
+8% +$85.6K 0.47% 62
2024
Q1
$1.39M Buy
+14,815
New +$1.39M 0.57% 50