Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Sell
18,474
-4,389
-19% -$409K 0.51% 35
2025
Q1
$1.67M Buy
22,863
+4,849
+27% +$353K 0.72% 26
2024
Q4
$1.09M Sell
18,014
-418
-2% -$25.2K 0.47% 64
2024
Q3
$1.39M Buy
18,432
+533
+3% +$40.1K 0.66% 35
2024
Q2
$1.3M Sell
17,899
-1,158
-6% -$84.2K 0.77% 38
2024
Q1
$1.47M Buy
+19,057
New +$1.47M 0.84% 27
2022
Q2
Sell
-6,706
Closed -$239K 74
2022
Q1
$239K Sell
6,706
-624
-9% -$22.2K 0.25% 59
2021
Q4
$307K Buy
+7,330
New +$307K 0.28% 44