Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
6,322
-163
-3% -$33.4K 0.42% 39
2025
Q1
$1.44M Sell
6,485
-240
-4% -$53.3K 0.51% 32
2024
Q4
$1.68M Sell
6,725
-1,130
-14% -$283K 0.59% 28
2024
Q3
$1.83M Hold
7,855
0.65% 29
2024
Q2
$1.65M Buy
7,855
+200
+3% +$42.1K 0.62% 28
2024
Q1
$1.31M Sell
7,655
-553
-7% -$94.8K 0.51% 32
2023
Q4
$1.58M Buy
+8,208
New +$1.58M 0.63% 28