Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
5,363
-90
-2% -$19.7K 0.72% 32
2025
Q1
$1.04M Sell
5,453
-550
-9% -$105K 0.68% 33
2024
Q4
$1.32M Buy
6,003
+3,384
+129% +$742K 0.88% 30
2024
Q3
$488K Hold
2,619
0.32% 48
2024
Q2
$506K Sell
2,619
-30
-1% -$5.8K 0.38% 46
2024
Q1
$478K Buy
2,649
+733
+38% +$132K 0.36% 45
2023
Q4
$291K Sell
1,916
-752
-28% -$114K 0.23% 72
2023
Q3
$339K Buy
+2,668
New +$339K 0.35% 60
2023
Q1
$478K Buy
+2,649
New +$478K 0.36% 45