Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.07M Sell
8,594
-230
-3% -$82.1K 1.85% 9
2025
Q1
$2.4M Sell
8,824
-1,376
-13% -$374K 1.86% 10
2024
Q4
$3.39M Buy
10,200
+129
+1% +$42.8K 2.28% 8
2024
Q3
$3.34M Sell
10,071
-191
-2% -$63.3K 2.39% 7
2024
Q2
$32.2M Buy
10,262
+2,741
+36% +$8.59M 19.38% 1
2024
Q1
$2.36M Buy
7,521
+2,444
+48% +$766K 1.85% 7
2023
Q4
$1.22M Buy
+5,077
New +$1.22M 1.18% 18