Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Buy
5,628
+469
+9% +$145K 1.26% 15
2025
Q1
$1.34M Sell
5,159
-57
-1% -$14.8K 1.21% 16
2024
Q4
$2.11M Sell
5,216
-92
-2% -$37.2K 1.81% 11
2024
Q3
$1.39M Sell
5,308
-43
-0.8% -$11.3K 1.22% 16
2024
Q2
$1.37M Buy
+5,351
New +$1.37M 1.22% 16