Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Sell
12,121
-230
-2% -$35K 0.71% 29
2025
Q1
$1.81M Buy
12,351
+346
+3% +$50.8K 0.76% 32
2024
Q4
$1.55M Buy
12,005
+115
+1% +$14.8K 0.67% 30
2024
Q3
$1.52M Sell
11,890
-6,738
-36% -$859K 0.66% 28
2024
Q2
$1.9M Sell
18,628
-1,334
-7% -$136K 0.92% 20
2024
Q1
$1.77M Buy
+19,962
New +$1.77M 0.88% 22