Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Sell
9,936
-1,450
-13% -$297K 1.26% 19
2025
Q1
$2.53M Sell
11,386
-12,492
-52% -$2.77M 1.71% 14
2024
Q4
$5.98M Buy
23,878
+12,022
+101% +$3.01M 1.91% 13
2024
Q3
$2.76M Sell
11,856
-300
-2% -$69.9K 1.72% 15
2024
Q2
$2.56M Sell
12,156
-210
-2% -$44.2K 1.64% 16
2024
Q1
$2.12M Sell
12,366
-4
-0% -$686 1.27% 17
2023
Q4
$2.38M Buy
+12,370
New +$2.38M 1.68% 14