Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
9,252
-465
-5% -$73.5K 0.68% 19
2025
Q1
$1.05M Buy
9,717
+1,067
+12% +$116K 0.57% 21
2024
Q4
$1.16M Buy
8,650
+110
+1% +$14.8K 0.63% 19
2024
Q3
$1.04M Buy
8,540
+698
+9% +$84.8K 0.49% 21
2024
Q2
$969K Buy
7,842
+1,482
+23% +$183K 0.5% 19
2024
Q1
$575K Sell
6,360
-340
-5% -$30.7K 0.32% 24
2023
Q4
$332K Buy
6,700
+800
+14% +$39.6K 0.19% 29
2023
Q3
$257K Buy
+5,900
New +$257K 0.16% 32