Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.17M Sell
31,697
-518
-2% -$51.8K 0.38% 98
2025
Q1
$3.39M Buy
+32,215
New +$3.39M 0.44% 90
2024
Q2
Sell
-70,262
Closed -$7.35M 200
2024
Q1
$7.35M Sell
70,262
-146
-0.2% -$15.3K 0.83% 40
2023
Q4
$6.37M Sell
70,408
-46
-0.1% -$4.16K 0.8% 46
2023
Q3
$5.74M Sell
70,454
-1,146
-2% -$93.4K 0.81% 37
2023
Q2
$4.97M Buy
+71,600
New +$4.97M 0.64% 57