Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
11,407
-403
-3% -$63.7K 0.83% 27
2025
Q1
$1.28M Buy
11,810
+1,278
+12% +$139K 0.62% 37
2024
Q4
$1.41M Buy
10,532
+1,107
+12% +$149K 0.69% 30
2024
Q3
$1.14M Buy
9,425
+12
+0.1% +$1.46K 0.6% 37
2024
Q2
$1.16M Buy
9,413
+2,693
+40% +$333K 0.68% 35
2024
Q1
$607K Sell
6,720
-970
-13% -$87.6K 0.4% 70
2023
Q4
$381K Buy
+7,690
New +$381K 0.27% 99