Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Sell
3,300
-152
-4% -$136K 0.11% 98
2025
Q1
$2.35M Sell
3,452
-56
-2% -$38.1K 0.1% 111
2024
Q4
$2.21M Buy
3,508
+44
+1% +$27.7K 0.08% 118
2024
Q3
$2.68M Sell
3,464
-153
-4% -$118K 0.1% 109
2024
Q2
$2.98M Sell
3,617
-136
-4% -$112K 0.12% 98
2024
Q1
$2.62M Sell
3,753
-124
-3% -$86.6K 0.1% 105
2023
Q4
$2.25M Buy
+3,877
New +$2.25M 0.09% 110