Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18M Sell
9,635
-5,652
-37% -$1.28M 0.86% 24
2025
Q1
$2.54M Buy
15,287
+7,468
+96% +$1.24M 1.28% 17
2024
Q4
$1.54M Sell
7,819
-7,582
-49% -$1.5M 0.61% 27
2024
Q3
$2.67M Sell
15,401
-917
-6% -$159K 1.16% 15
2024
Q2
$2.84M Sell
16,318
-6,758
-29% -$1.17M 1.22% 13
2024
Q1
$3.14M Buy
23,076
+15,958
+224% +$2.17M 1.37% 14
2023
Q4
$740K Buy
+7,118
New +$740K 0.58% 35