Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.54M Sell
11,143
-858
-7% -$273K 0.14% 95
2025
Q1
$3.11M Buy
12,001
+118
+1% +$30.6K 0.13% 99
2024
Q4
$4.8M Sell
11,883
-126
-1% -$50.9K 0.18% 76
2024
Q3
$3.14M Sell
12,009
-451
-4% -$118K 0.12% 100
2024
Q2
$2.47M Sell
12,460
-369
-3% -$73K 0.1% 108
2024
Q1
$2.26M Sell
12,829
-4,426
-26% -$778K 0.09% 112
2023
Q4
$4.29M Buy
+17,255
New +$4.29M 0.18% 79