Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
1,423
-145
-9% -$116K 0.69% 35
2025
Q1
$1.04M Buy
1,568
+40
+3% +$26.5K 0.81% 35
2024
Q4
$1.06M Sell
1,528
-18
-1% -$12.5K 0.71% 36
2024
Q3
$1.29M Buy
1,546
+73
+5% +$60.8K 0.92% 24
2024
Q2
$1.51M Sell
1,473
-10
-0.7% -$10.2K 0.91% 19
2024
Q1
$1.44M Sell
1,483
-10
-0.7% -$9.71K 1.13% 20
2023
Q4
$1.13M Buy
+1,493
New +$1.13M 1.09% 21