Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
57,446
-3,298
-5% -$127K 1.06% 29
2025
Q1
$2.35M Buy
60,744
+28,328
+87% +$1.1M 1.18% 22
2024
Q4
$1.1M Sell
32,416
-17,138
-35% -$580K 0.52% 40
2024
Q3
$2.03M Buy
49,554
+1,790
+4% +$73.2K 0.91% 40
2024
Q2
$1.84M Buy
47,764
+4,581
+11% +$176K 0.97% 33
2024
Q1
$1.85M Buy
43,183
+12,088
+39% +$518K 0.95% 28
2023
Q4
$1.15M Buy
+31,095
New +$1.15M 0.75% 31