Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
25,342
-1,872
-7% -$81K 0.14% 77
2025
Q1
$1.23M Sell
27,214
-1,112
-4% -$50.4K 0.22% 79
2024
Q4
$1.13M Sell
28,326
-2,941
-9% -$118K 0.2% 79
2024
Q3
$1.4M Sell
31,267
-1,134
-3% -$50.9K 0.29% 63
2024
Q2
$1.34M Sell
32,401
-2,289
-7% -$94.4K ﹤0.01% 82
2024
Q1
$1.46M Sell
34,690
-59,665
-63% -$2.5M 0.23% 79
2023
Q4
$3.56M Buy
+94,355
New +$3.56M 0.72% 29