Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
5,604
-291
-5% -$103K 0.92% 29
2025
Q1
$2.07M Sell
5,895
-290
-5% -$102K 1.04% 21
2024
Q4
$1.95M Sell
6,185
-5
-0.1% -$1.58K 0.95% 25
2024
Q3
$1.7M Buy
6,190
+105
+2% +$28.9K 0.82% 30
2024
Q2
$1.6M Sell
6,085
-200
-3% -$52.5K 0.8% 28
2024
Q1
$1.75M Sell
6,285
-100
-2% -$27.9K 0.94% 28
2023
Q4
$1.66M Buy
+6,385
New +$1.66M 0.99% 29