Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$814K Sell
3,593
-1,409
-28% -$319K 0.23% 100
2025
Q1
$830K Sell
5,002
-270
-5% -$44.8K 0.26% 97
2024
Q4
$1.04M Buy
5,272
+2,272
+76% +$449K 0.32% 77
2024
Q3
$521K Buy
+3,000
New +$521K 0.16% 123