Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.69M Sell
23,010
-3,520
-13% -$412K 1.37% 27
2025
Q1
$2.71M Sell
26,530
-150
-0.6% -$15.3K 1.43% 26
2024
Q4
$2.55M Sell
26,680
-4,505
-14% -$431K 1.38% 23
2024
Q3
$2.95M Sell
31,185
-2,420
-7% -$229K 1.64% 22
2024
Q2
$3.13M Buy
33,605
+60
+0.2% +$5.59K 2.12% 21
2024
Q1
$2.92M Sell
33,545
-710
-2% -$61.7K 1.94% 23
2023
Q4
$2.55M Buy
34,255
+805
+2% +$59.8K 1.83% 23
2023
Q3
$2.1M Buy
+33,450
New +$2.1M 1.58% 23