Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.55M Buy
2,577
+56
+2% +$55.4K 1.22% 17
2025
Q1
$2.38M Sell
2,521
-159
-6% -$150K 1.28% 15
2024
Q4
$2.46M Sell
2,680
-134
-5% -$123K 1.39% 13
2024
Q3
$2.49M Sell
2,814
-96
-3% -$85.1K 1.44% 13
2024
Q2
$2.47M Hold
2,910
1.53% 13
2024
Q1
$2.13M Buy
+2,910
New +$2.13M 1.43% 15