Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
4,269
-15,265
-78% -$982K 0.14% 80
2025
Q1
$1.36M Buy
19,534
+700
+4% +$48.7K 0.71% 34
2024
Q4
$1.37M Sell
18,834
-750
-4% -$54.4K 0.71% 35
2024
Q3
$1.64M Buy
19,584
+553
+3% +$46.4K 0.84% 28
2024
Q2
$1.27M Sell
19,031
-1,731
-8% -$115K 0.67% 31
2024
Q1
$1.64M Sell
20,762
-346
-2% -$27.3K 0.85% 22
2023
Q4
$1.41M Buy
21,108
+186
+0.9% +$12.5K 0.77% 30
2023
Q3
$1.12M Sell
20,922
-193
-0.9% -$10.3K 0.67% 31
2023
Q2
$1.21M Sell
21,115
-1,884
-8% -$108K 0.68% 28
2023
Q1
$1.14M Buy
+22,999
New +$1.14M 0.63% 34