Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.32M Sell
2,590
-96
-4% -$86K 0.38% 56
2025
Q1
$1.83M Buy
2,686
+42
+2% +$28.6K 0.24% 72
2024
Q4
$1.67M Sell
2,644
-51
-2% -$32.1K 0.23% 84
2024
Q3
$2.09M Buy
2,695
+186
+7% +$144K 0.27% 71
2024
Q2
$2.07M Buy
2,509
+17
+0.7% +$14K 0.32% 57
2024
Q1
$1.74M Buy
+2,492
New +$1.74M 0.3% 63