Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
5,779
-197
-3% -$36.6K 0.21% 62
2025
Q1
$1.25M Sell
5,976
-802
-12% -$168K 0.27% 52
2024
Q4
$1.2M Buy
6,778
+100
+1% +$17.8K 0.25% 53
2024
Q3
$1.32M Buy
6,678
+40
+0.6% +$7.9K 0.29% 48
2024
Q2
$1.14M Buy
6,638
+1,588
+31% +$272K 0.27% 53
2024
Q1
$920K Sell
5,050
-150
-3% -$27.3K 0.24% 57
2023
Q4
$806K Buy
+5,200
New +$806K 0.23% 62