Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98M Sell
21,973
-1,070
-5% -$145K 0.1% 112
2025
Q1
$3.05M Sell
23,043
-380
-2% -$50.4K 0.13% 105
2024
Q4
$2.65M Buy
23,423
+542
+2% +$61.2K 0.02% 106
2024
Q3
$2.6M Sell
22,881
-6,784
-23% -$771K 0.11% 93
2024
Q2
$3.08M Sell
29,665
-59,687
-67% -$6.21M 0.16% 82
2024
Q1
$10.2M Buy
+89,352
New +$10.2M 0.47% 49