Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.95M Sell
6,179
-1,976
-24% -$1.58M 1.46% 17
2025
Q1
$5.4M Buy
8,155
+2,663
+48% +$1.76M 1.75% 13
2024
Q4
$3.81M Sell
5,492
-568
-9% -$394K 1.22% 19
2024
Q3
$5.05M Buy
6,060
+3,333
+122% +$2.78M 1.63% 14
2024
Q2
$2.79M Sell
2,727
-70
-3% -$71.6K 0.96% 25
2024
Q1
$2.71M Sell
2,797
-436
-13% -$423K 1.08% 22
2023
Q4
$2.45M Buy
3,233
+378
+13% +$286K 1.02% 21
2023
Q3
$1.68M Buy
+2,855
New +$1.68M 0.81% 26