Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.4M Sell
17,745
-2,749
-13% -$372K 1.46% 29
2025
Q1
$2.63M Sell
20,494
-616
-3% -$78.9K 1.77% 17
2024
Q4
$3.31M Sell
21,110
-582
-3% -$91.2K 2.15% 13
2024
Q3
$2.97M Buy
21,692
+155
+0.7% +$21.2K 1.87% 15
2024
Q2
$2.22M Buy
21,537
+167
+0.8% +$17.2K 1.51% 22
2024
Q1
$2.03M Buy
21,370
+1,446
+7% +$137K 1.42% 29
2023
Q4
$2.15M Buy
+19,924
New +$2.15M 1.62% 21