Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
1,534
-280
-15% -$221K 0.75% 27
2025
Q1
$1.11M Sell
1,814
-2,120
-54% -$1.3M 0.75% 37
2024
Q4
$2.47M Buy
3,934
+1,967
+100% +$1.24M 0.79% 35
2024
Q3
$1.22M Hold
1,967
0.76% 29
2024
Q2
$1.29M Sell
1,967
-3
-0.2% -$1.97K 0.83% 28
2024
Q1
$1.28M Sell
1,970
-400
-17% -$260K 0.77% 29
2023
Q4
$1.48M Buy
+2,370
New +$1.48M 1.04% 21