Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,078
Closed -$1.33M 119
2025
Q1
$1.33M Buy
8,078
+497
+7% +$81.8K 0.49% 80
2024
Q4
$1.24M Sell
7,581
-87
-1% -$14.2K 0.44% 81
2024
Q3
$1.5M Buy
7,668
+418
+6% +$81.7K 0.55% 75
2024
Q2
$1.26M Sell
7,250
-1,139
-14% -$197K 0.52% 74
2024
Q1
$1.42M Buy
8,389
+178
+2% +$30.1K 0.62% 66
2023
Q4
$1.62M Buy
8,211
+354
+5% +$69.9K 0.77% 47
2023
Q3
$1.37M Buy
7,857
+2,423
+45% +$422K 0.75% 52
2023
Q2
$936K Buy
+5,434
New +$936K 0.51% 81