Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.08M Sell
36,957
-64
-0.2% -$14K 0.29% 71
2025
Q1
$5.18M Sell
37,021
-437
-1% -$61.1K 0.21% 99
2024
Q4
$6.24M Buy
37,458
+12,589
+51% +$2.1M 0.23% 91
2024
Q3
$4.24M Sell
24,869
-74
-0.3% -$12.6K 0.13% 177
2024
Q2
$3.52M Buy
+24,943
New +$3.52M 0.13% 183
2022
Q4
Sell
-25,722
Closed -$1.57M 60
2022
Q3
$1.57M Buy
+25,722
New +$1.57M 2.55% 17