Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.65M Sell
18,022
-40
-0.2% -$10.3K 0.11% 89
2025
Q1
$4.04M Sell
18,062
-189
-1% -$42.3K 0.11% 92
2024
Q4
$4.17M Buy
18,251
+3,551
+24% +$812K 0.11% 90
2024
Q3
$3.59M Hold
14,700
0.1% 96
2024
Q2
$2.81M Buy
14,700
+12,500
+568% +$2.39M 0.08% 104
2024
Q1
$436K Buy
+2,200
New +$436K 0.01% 229