Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
7,463
-186
-2% -$7.56K 0.16% 94
2025
Q1
$313K Buy
7,649
+55
+0.7% +$2.25K 0.19% 92
2024
Q4
$438K Sell
7,594
-210
-3% -$12.1K 0.28% 70
2024
Q3
$650K Buy
7,804
+558
+8% +$46.4K 0.43% 59
2024
Q2
$567K Sell
7,246
-50
-0.7% -$3.92K 0.42% 57
2024
Q1
$730K Sell
7,296
-293
-4% -$29.3K 0.56% 50
2023
Q4
$719K Buy
+7,589
New +$719K 0.59% 49