Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Sell
1,969
-592
-23% -$229K 0.76% 36
2025
Q1
$982K Buy
2,561
+420
+20% +$161K 0.64% 41
2024
Q4
$952K Sell
2,141
-78
-4% -$34.7K 0.62% 38
2024
Q3
$1.15M Buy
2,219
+109
+5% +$56.4K 0.77% 33
2024
Q2
$1.17M Buy
2,110
+28
+1% +$15.6K 0.84% 28
2024
Q1
$1.05M Buy
+2,082
New +$1.05M 0.79% 34