Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.65M Sell
16,803
-1,156
-6% -$183K 1.54% 16
2025
Q1
$1.95M Buy
17,959
+2,696
+18% +$292K 1.14% 21
2024
Q4
$2.05M Sell
15,263
-280
-2% -$37.6K 1.15% 21
2024
Q3
$1.89M Sell
15,543
-502
-3% -$61K 1.07% 21
2024
Q2
$1.98M Sell
16,045
-75
-0.5% -$9.27K 1.15% 21
2024
Q1
$1.46M Sell
16,120
-980
-6% -$88.6K 0.9% 25
2023
Q4
$847K Buy
+17,100
New +$847K 0.58% 40