Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.58M Sell
14,676
-148
-1% -$26K 0.09% 185
2025
Q1
$2.68M Sell
14,824
-5,422
-27% -$981K 0.09% 187
2024
Q4
$4.24M Buy
20,246
+8,307
+70% +$1.74M 0.14% 148
2024
Q3
$2.56M Sell
11,939
-174
-1% -$37.3K 0.07% 195
2024
Q2
$2.44M Buy
12,113
+6,115
+102% +$1.23M 0.07% 192
2024
Q1
$1.46M Buy
+5,998
New +$1.46M 0.04% 208