Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Sell
12,524
-1,749
-12% -$276K 0.38% 72
2025
Q1
$2.15M Sell
14,273
-366
-3% -$55.2K 0.49% 53
2024
Q4
$3.03M Buy
14,639
+1,872
+15% +$388K 0.65% 38
2024
Q3
$2.7M Buy
12,767
+1,213
+10% +$257K 0.67% 38
2024
Q2
$2.61M Buy
+11,554
New +$2.61M 0.79% 31
2023
Q4
$1.98M Buy
+8,548
New +$1.98M 0.8% 33