Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.88M Sell
30,916
-3,034
-9% -$479K 2.96% 8
2025
Q1
$3.68M Sell
33,950
-4,392
-11% -$476K 2.47% 11
2024
Q4
$5.27M Sell
38,342
-4,000
-9% -$550K 3.42% 7
2024
Q3
$5.14M Sell
42,342
-4,730
-10% -$574K 3.24% 7
2024
Q2
$5.82M Buy
47,072
+242
+0.5% +$29.9K 3.96% 6
2024
Q1
$4.23M Sell
46,830
-29,010
-38% -$2.62M 2.97% 8
2023
Q4
$3.76M Buy
+75,840
New +$3.76M 2.83% 8