Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Sell
8,628
-522
-6% -$135K 0.34% 62
2025
Q1
$2.05M Sell
9,150
-1,297
-12% -$290K 0.36% 57
2024
Q4
$2.39M Buy
10,447
+4,491
+75% +$1.03M 0.39% 50
2024
Q3
$1.45M Buy
5,956
+7
+0.1% +$1.71K 0.25% 96
2024
Q2
$1.14M Buy
5,949
+824
+16% +$158K 0.21% 119
2024
Q1
$1.01M Buy
+5,125
New +$1.01M 0.2% 133