Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Sell
8,890
-1,055
-11% -$231K 0.38% 34
2025
Q1
$1.39M Sell
9,945
-298
-3% -$41.7K 0.29% 46
2024
Q4
$1.71M Buy
10,243
+1,366
+15% +$228K 0.36% 32
2024
Q3
$1.51M Buy
8,877
+35
+0.4% +$5.96K 0.33% 39
2024
Q2
$1.25M Sell
8,842
-1,535
-15% -$217K 0.29% 45
2024
Q1
$1.3M Sell
10,377
-55
-0.5% -$6.91K 0.33% 41
2023
Q4
$1.1M Sell
10,432
-15,517
-60% -$1.64M 0.31% 44
2023
Q3
$2.75M Buy
+25,949
New +$2.75M 1.13% 34