Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
2,158
-4,844
-69% -$760K 0.11% 127
2025
Q1
$904K Sell
7,002
-3,438
-33% -$444K 0.35% 81
2024
Q4
$1.49M Buy
10,440
+220
+2% +$31.4K 0.58% 45
2024
Q3
$1.53M Buy
10,220
+44
+0.4% +$6.58K 0.62% 43
2024
Q2
$1.31M Buy
10,176
+52
+0.5% +$6.72K 0.57% 51
2024
Q1
$1.38M Buy
10,124
+1,132
+13% +$154K 0.6% 52
2023
Q4
$1.07M Buy
8,992
+2,787
+45% +$333K 0.53% 63
2023
Q3
$608K Buy
+6,205
New +$608K 0.36% 90