Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Sell
1,695
-15
-0.9% -$20.1K 0.54% 26
2025
Q1
$1.59M Sell
1,710
-4
-0.2% -$3.73K 0.41% 47
2024
Q4
$1.53M Sell
1,714
-7
-0.4% -$6.24K 0.39% 47
2024
Q3
$1.22M Sell
1,721
-3
-0.2% -$2.13K 0.31% 55
2024
Q2
$1.16M Sell
1,724
-36
-2% -$24.3K 0.32% 54
2024
Q1
$1.07M Hold
1,760
0.29% 53
2023
Q4
$857K Buy
+1,760
New +$857K 0.27% 52