Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Sell
21,188
-1,834
-8% -$168K 0.52% 28
2025
Q1
$2.03M Sell
23,022
-3,097
-12% -$272K 0.62% 24
2024
Q4
$2.42M Sell
26,119
-1,433
-5% -$133K 0.76% 21
2024
Q3
$2.07M Sell
27,552
-425
-2% -$31.9K 0.72% 26
2024
Q2
$2.41M Hold
27,977
0.86% 26
2024
Q1
$2.41M Buy
+27,977
New +$2.41M 0.86% 26