Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.82M Sell
17,433
-271
-2% -$59.5K 2.7% 12
2025
Q1
$3.37M Buy
17,704
+311
+2% +$59.2K 2.68% 16
2024
Q4
$3.82M Sell
17,393
-325
-2% -$71.3K 2.78% 12
2024
Q3
$3.3M Sell
17,718
-475
-3% -$88.5K 2.59% 19
2024
Q2
$3.52M Buy
+18,193
New +$3.52M 2.67% 16
2023
Q4
Sell
-1,890
Closed -$240K 50
2023
Q3
$240K Buy
1,890
+110
+6% +$14K 0.22% 46
2023
Q2
$232K Buy
+1,780
New +$232K 0.22% 46