Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
8,879
-925
-9% -$122K 0.56% 32
2025
Q1
$1.47M Sell
9,804
-467
-5% -$70K 0.79% 26
2024
Q4
$1.56M Sell
10,271
-2,050
-17% -$312K 0.88% 26
2024
Q3
$2.1M Buy
12,321
+2,284
+23% +$388K 1.21% 18
2024
Q2
$1.66M Sell
10,037
-342
-3% -$56.4K 1.02% 22
2024
Q1
$1.82M Buy
+10,379
New +$1.82M 1.22% 19