Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
7,950
-75
-0.9% -$17K 1.08% 27
2025
Q1
$1.96M Buy
8,025
+100
+1% +$24.4K 1.25% 25
2024
Q4
$2.23M Buy
7,925
+40
+0.5% +$11.3K 1.45% 20
2024
Q3
$2.16M Sell
7,885
-410
-5% -$112K 1.32% 23
2024
Q2
$2.49M Sell
8,295
-830
-9% -$249K 1.56% 18
2024
Q1
$2.64M Sell
9,125
-350
-4% -$101K 1.59% 18
2023
Q4
$2.4M Buy
+9,475
New +$2.4M 1.49% 25