Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$893K Sell
4,724
-226
-5% -$42.7K 0.41% 47
2025
Q1
$1.04M Sell
4,950
-94
-2% -$19.7K 0.51% 38
2024
Q4
$896K Sell
5,044
-75
-1% -$13.3K 0.44% 48
2024
Q3
$1.01M Buy
5,119
+5
+0.1% +$987 0.5% 45
2024
Q2
$877K Sell
5,114
-583
-10% -$100K 0.46% 50
2024
Q1
$1.04M Sell
5,697
-130
-2% -$23.7K 0.54% 41
2023
Q4
$903K Buy
5,827
+215
+4% +$33.3K 0.51% 49
2023
Q3
$837K Buy
5,612
+323
+6% +$48.1K 0.52% 50
2023
Q2
$791K Buy
+5,289
New +$791K 0.47% 56