Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.44M Sell
11,180
-576
-5% -$126K 0.16% 120
2025
Q1
$1.6M Buy
11,756
+377
+3% +$51.3K 0.1% 185
2024
Q4
$1.64M Buy
11,379
+1,035
+10% +$149K 0.1% 188
2024
Q3
$1.24M Sell
10,344
-7,148
-41% -$857K 0.07% 239
2024
Q2
$1.9M Buy
17,492
+1,207
+7% +$131K 0.12% 165
2024
Q1
$2.18M Sell
16,285
-1,671
-9% -$224K 0.14% 145
2023
Q4
$2.29M Sell
17,956
-383
-2% -$48.8K 0.17% 118
2023
Q3
$2.33M Sell
18,339
-7,103
-28% -$901K 0.19% 98
2023
Q2
$2.75M Buy
+25,442
New +$2.75M 0.23% 82