Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.23M Sell
15,751
-1,379
-8% -$283K 1.34% 13
2025
Q1
$3.81M Sell
17,130
-1,447
-8% -$321K 1.9% 13
2024
Q4
$4.65M Buy
18,577
+553
+3% +$138K 2.39% 11
2024
Q3
$4.2M Buy
18,024
+804
+5% +$187K 2.23% 12
2024
Q2
$3.63M Buy
17,220
+645
+4% +$136K 2.16% 12
2024
Q1
$2.84M Sell
16,575
-1,658
-9% -$284K 1.79% 13
2023
Q4
$3.51M Buy
+18,233
New +$3.51M 1.57% 12