Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Sell
8,412
-1,582
-16% -$325K 1.15% 10
2025
Q1
$2.22M Buy
9,994
+1,825
+22% +$405K 1.73% 8
2024
Q4
$2.05M Buy
8,169
+16
+0.2% +$4.01K 1.55% 8
2024
Q3
$1.9M Sell
8,153
-181
-2% -$42.2K 1.49% 9
2024
Q2
$1.91M Buy
8,334
+385
+5% +$88K 1.57% 9
2024
Q1
$1.36M Sell
7,949
-233
-3% -$40K 1.13% 11
2023
Q4
$1.58M Buy
+8,182
New +$1.58M 1.51% 9