Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
11,940
+1,000
+9% +$136K 0.32% 42
2025
Q1
$1.45M Sell
10,940
-848
-7% -$112K 0.31% 44
2024
Q4
$1.33M Buy
11,788
+325
+3% +$36.8K 0.28% 47
2024
Q3
$1.31M Sell
11,463
-400
-3% -$45.6K 0.28% 49
2024
Q2
$1.23M Sell
11,863
-3,813
-24% -$396K 0.29% 48
2024
Q1
$1.78M Sell
15,676
-607
-4% -$69K 0.46% 31
2023
Q4
$1.79M Buy
+16,283
New +$1.79M 0.5% 30