Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
9,761
-926
-9% -$141K 0.4% 73
2025
Q1
$1.57M Sell
10,687
-1,561
-13% -$229K 0.49% 66
2024
Q4
$1.58M Sell
12,248
-908
-7% -$117K 0.44% 67
2024
Q3
$1.8M Sell
13,156
-39
-0.3% -$5.33K 0.55% 55
2024
Q2
$1.35M Buy
13,195
+460
+4% +$47K 0.42% 78
2024
Q1
$1.13M Buy
+12,735
New +$1.13M 0.38% 81