Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
3,427
-655
-16% -$208K 0.87% 23
2025
Q1
$1.06M Buy
4,082
+91
+2% +$23.6K 0.8% 32
2024
Q4
$1.61M Buy
3,991
+93
+2% +$37.6K 1.17% 18
2024
Q3
$1.02M Buy
3,898
+876
+29% +$229K 0.74% 34
2024
Q2
$598K Buy
3,022
+515
+21% +$102K 0.54% 62
2024
Q1
$441K Buy
2,507
+1,137
+83% +$200K 0.85% 38
2023
Q4
$340K Buy
+1,370
New +$340K 0.72% 44