Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Sell
10,188
-1,351
-12% -$213K 1.06% 24
2025
Q1
$1.25M Buy
11,539
+1,361
+13% +$148K 0.8% 28
2024
Q4
$1.37M Sell
10,178
-20
-0.2% -$2.69K 1.03% 19
2024
Q3
$1.24M Sell
10,198
-732
-7% -$88.9K 0.95% 21
2024
Q2
$1.35M Sell
10,930
-230
-2% -$28.4K 1.03% 21
2024
Q1
$1.01M Buy
11,160
+1,030
+10% +$93.1K 0.63% 29
2023
Q4
$502K Buy
+10,130
New +$502K 0.31% 61