Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
8,322
-265
-3% -$57.9K 0.6% 31
2025
Q1
$1.2M Sell
8,587
-990
-10% -$138K 0.41% 34
2024
Q4
$1.6M Sell
9,577
-1,975
-17% -$329K 0.55% 31
2024
Q3
$1.97M Buy
11,552
+10
+0.1% +$1.7K 0.7% 30
2024
Q2
$1.63M Hold
11,542
0.62% 31
2024
Q1
$1.45M Buy
+11,542
New +$1.45M 0.54% 33