Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
17,291
-1,012
-6% -$75.4K 0.51% 72
2025
Q1
$1.24M Buy
18,303
+7,000
+62% +$474K 0.54% 71
2024
Q4
$700K Sell
11,303
-678
-6% -$42K 0.32% 104
2024
Q3
$780K Buy
11,981
+1,004
+9% +$65.4K 0.36% 100
2024
Q2
$590K Buy
10,977
+753
+7% +$40.4K 0.3% 112
2024
Q1
$540K Buy
10,224
+2,574
+34% +$136K 0.3% 108
2023
Q4
$334K Buy
7,650
+949
+14% +$41.4K 0.21% 126
2023
Q3
$301K Buy
+6,701
New +$301K 0.22% 124