Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.34M Sell
19,855
-492
-2% -$108K 0.47% 53
2025
Q1
$2.84M Sell
20,347
-10
-0% -$1.4K 0.36% 57
2024
Q4
$3.39M Buy
20,357
+2,140
+12% +$357K 0.42% 52
2024
Q3
$2.29M Sell
18,217
-2,380
-12% -$299K 0.33% 58
2024
Q2
$2.91M Buy
20,597
+2,370
+13% +$335K 0.4% 51
2024
Q1
$2.29M Buy
18,227
+10,893
+149% +$1.37M 0.33% 58
2023
Q4
$773K Buy
7,334
+86
+1% +$9.07K 0.12% 99
2023
Q3
$768K Hold
7,248
0.14% 99
2023
Q2
$863K Buy
+7,248
New +$863K 0.15% 91