Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
11,568
-4,038
-26% -$727K 0.14% 140
2025
Q1
$2.81M Sell
15,606
-305
-2% -$54.9K 0.17% 115
2024
Q4
$3.14M Buy
15,911
+1,222
+8% +$241K 0.19% 98
2024
Q3
$2.3M Sell
14,689
-1,368
-9% -$214K 0.14% 135
2024
Q2
$2.24M Buy
16,057
+4,417
+38% +$617K 0.14% 140
2024
Q1
$1.38M Buy
11,640
+2,376
+26% +$282K 0.09% 215
2023
Q4
$983K Buy
+9,264
New +$983K 0.07% 242