Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
2,137
-290
-12% -$260K 0.25% 94
2025
Q1
$1.65M Sell
2,427
-735
-23% -$500K 0.23% 101
2024
Q4
$1.99M Buy
3,162
+50
+2% +$31.5K 0.28% 84
2024
Q3
$2.41M Buy
3,112
+4
+0.1% +$3.1K 0.32% 73
2024
Q2
$2.56M Sell
3,108
-442
-12% -$364K 0.36% 63
2024
Q1
$2.48M Buy
+3,550
New +$2.48M 0.37% 65