Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Sell
100
-177
-64% -$1.31M 0.07% 428
2025
Q1
$2.01M Buy
277
+58
+26% +$420K 0.22% 96
2024
Q4
$1.79M Sell
219
-66
-23% -$540K 0.24% 75
2024
Q3
$2.8M Sell
285
-12
-4% -$118K 0.25% 59
2024
Q2
$2.25M Buy
297
+47
+19% +$357K 0.31% 56
2024
Q1
$2.02M Sell
250
-7
-3% -$56.7K 0.35% 48
2023
Q4
$1.8M Buy
+257
New +$1.8M 0.38% 5