Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Sell
11,734
-1,699
-13% -$268K 1.69% 11
2025
Q1
$1.46M Sell
13,433
-9,154
-41% -$992K 1.43% 14
2024
Q4
$3.03M Buy
22,587
+831
+4% +$112K 2% 4
2024
Q3
$3.18M Buy
21,756
+1,775
+9% +$260K 1.99% 5
2024
Q2
$2.47M Buy
19,981
+15,201
+318% +$1.88M 1.78% 7
2024
Q1
$432K Sell
4,780
-90
-2% -$8.13K 0.32% 71
2023
Q4
$241K Buy
+4,870
New +$241K 0.2% 103