Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Sell
6,151
-4,749
-44% -$436K 0.17% 105
2025
Q1
$959K Sell
10,900
-3,684
-25% -$324K 0.32% 72
2024
Q4
$1.35M Buy
14,584
+36
+0.2% +$3.33K 0.44% 59
2024
Q3
$1.35M Buy
+14,548
New +$1.35M 0.35% 77