Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
8,649
+1,282
+17% +$203K 0.65% 52
2025
Q1
$798K Sell
7,367
-945
-11% -$102K 0.42% 75
2024
Q4
$1.12M Sell
8,312
-166
-2% -$22.3K 0.57% 59
2024
Q3
$1.03M Buy
8,478
+1,250
+17% +$152K 0.5% 69
2024
Q2
$893K Sell
7,228
-6,522
-47% -$806K 0.44% 77
2024
Q1
$1.24M Sell
13,750
-8,970
-39% -$811K 0.6% 55
2023
Q4
$1.13M Buy
+22,720
New +$1.13M 0.6% 54