Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Sell
57,512
-6,015
-9% -$259K 0.75% 36
2025
Q1
$2.88M Buy
63,527
+4,234
+7% +$192K 1% 26
2024
Q4
$2.27M Buy
59,293
+5,263
+10% +$201K 0.79% 38
2024
Q3
$2.43M Buy
54,030
+89
+0.2% +$4K 0.89% 30
2024
Q2
$2.22M Buy
53,941
+2,979
+6% +$123K 0.86% 29
2024
Q1
$2.14M Buy
+50,962
New +$2.14M 0.88% 31