Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64M Sell
17,341
-13
-0.1% -$1.98K 1.27% 15
2025
Q1
$2.55M Sell
17,354
-1,749
-9% -$257K 1.28% 15
2024
Q4
$2.47M Sell
19,103
-567
-3% -$73.2K 1.17% 15
2024
Q3
$2.69M Sell
19,670
-1,886
-9% -$258K 1.21% 16
2024
Q2
$2.2M Buy
+21,556
New +$2.2M 1.16% 22
2024
Q1
Sell
-16,598
Closed -$1.52M 111
2023
Q4
$1.52M Buy
+16,598
New +$1.52M 0.99% 25