Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.45M Sell
15,715
-173
-1% -$38K 1.65% 13
2025
Q1
$3.02M Sell
15,888
-194
-1% -$36.9K 1.62% 13
2024
Q4
$3.53M Sell
16,082
-1,014
-6% -$222K 1.99% 12
2024
Q3
$3.19M Sell
17,096
-1,188
-6% -$221K 1.84% 12
2024
Q2
$3.53M Sell
18,284
-285
-2% -$55.1K 2.18% 12
2024
Q1
$3.35M Buy
+18,569
New +$3.35M 2.25% 12