Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Sell
7,493
-920
-11% -$169K 0.2% 197
2025
Q1
$1.48M Buy
8,413
+5,789
+221% +$1.02M 0.3% 114
2024
Q4
$492K Buy
+2,624
New +$492K 0.15% 250
2024
Q1
Sell
-2,143
Closed -$330K 353
2023
Q4
$330K Buy
+2,143
New +$330K 0.09% 345
2023
Q3
Sell
-5,855
Closed -$864K 495
2023
Q2
$864K Buy
+5,855
New +$864K 0.46% 56
2023
Q1
Sell
-3,274
Closed -$443K 387
2022
Q4
$443K Buy
+3,274
New +$443K 0.95% 19