Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.59M Sell
17,481
-797
-4% -$164K 1.66% 10
2025
Q1
$4.06M Buy
18,278
+1,783
+11% +$396K 2.45% 8
2024
Q4
$4.13M Buy
16,495
+647
+4% +$162K 2.63% 7
2024
Q3
$3.69M Buy
15,848
+344
+2% +$80.2K 2.42% 8
2024
Q2
$3.27M Sell
15,504
-54
-0.3% -$11.4K 2.31% 10
2024
Q1
$2.67M Sell
15,558
-1,555
-9% -$267K 2% 10
2023
Q4
$3.29M Buy
+17,113
New +$3.29M 2.81% 7