Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
13,375
-467
-3% -$63.5K 0.67% 33
2025
Q1
$1.84M Sell
13,842
-25
-0.2% -$3.32K 0.72% 31
2024
Q4
$1.57M Buy
13,867
+5,782
+72% +$654K 0.6% 35
2024
Q3
$922K Sell
8,085
-178
-2% -$20.3K 0.4% 58
2024
Q2
$859K Sell
8,263
-953
-10% -$99K 0.4% 55
2024
Q1
$1.05M Buy
9,216
+471
+5% +$53.5K 0.51% 40
2023
Q4
$963K Buy
+8,745
New +$963K 0.59% 38