Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Sell
23,230
-13,822
-37% -$1.29M 1.49% 13
2025
Q1
$2.68M Sell
37,052
-400
-1% -$28.9K 2.24% 11
2024
Q4
$2.47M Sell
37,452
-22,330
-37% -$1.47M 1.72% 15
2024
Q3
$4.46M Buy
59,782
+44,405
+289% +$3.31M 3.1% 9
2024
Q2
$1.14M Hold
15,377
0.87% 22
2024
Q1
$1.14M Sell
15,377
-279
-2% -$20.7K 1% 20
2023
Q4
$964K Buy
+15,656
New +$964K 0.96% 21