Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Sell
13,703
-1,427
-9% -$225K 0.56% 33
2025
Q1
$1.64M Buy
15,130
+377
+3% +$40.9K 0.46% 39
2024
Q4
$1.98M Buy
14,753
+1,445
+11% +$194K 0.58% 40
2024
Q3
$1.62M Sell
13,308
-1,891
-12% -$230K 0.46% 42
2024
Q2
$1.88M Sell
15,199
-6,871
-31% -$849K 0.57% 28
2024
Q1
$1.99M Buy
22,070
+8,000
+57% +$723K 0.56% 22
2023
Q4
$697K Buy
+14,070
New +$697K 0.24% 54