Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.08M Sell
10,453
-524
-5% -$154K 0.81% 29
2025
Q1
$2.73M Sell
10,977
-915
-8% -$228K 0.76% 35
2024
Q4
$2.61M Buy
11,892
+4,257
+56% +$936K 0.7% 45
2024
Q3
$1.69M Sell
7,635
-15
-0.2% -$3.32K 0.44% 64
2024
Q2
$1.32M Buy
7,650
+105
+1% +$18.2K 0.36% 70
2024
Q1
$1.44M Buy
+7,545
New +$1.44M 0.41% 66