Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
24,965
-2,475
-9% -$144K 0.9% 23
2025
Q1
$1.32M Sell
27,440
-38,690
-59% -$1.87M 0.9% 30
2024
Q4
$2.46M Buy
66,130
+39,241
+146% +$1.46M 0.79% 36
2024
Q3
$1.44M Buy
26,889
+3,965
+17% +$212K 0.89% 25
2024
Q2
$960K Sell
22,924
-7,700
-25% -$322K 0.61% 37
2024
Q1
$1.1M Buy
30,624
+5,872
+24% +$210K 0.66% 35
2023
Q4
$1.02M Buy
+24,752
New +$1.02M 0.72% 34