Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
12,385
-92
-0.7% -$14K 1.27% 20
2025
Q1
$1.83M Hold
12,477
1.31% 19
2024
Q4
$1.61M Sell
12,477
-702
-5% -$90.6K 1.24% 18
2024
Q3
$1.8M Sell
13,179
-131
-1% -$17.9K 1.38% 14
2024
Q2
$1.36M Sell
13,310
-2,378
-15% -$243K 1.14% 22
2024
Q1
$1.39M Buy
+15,688
New +$1.39M 1.17% 23