Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Sell
9,530
-788
-8% -$124K 0.86% 35
2025
Q1
$1.12M Sell
10,318
-492
-5% -$53.3K 0.63% 47
2024
Q4
$1.45M Sell
10,810
-188
-2% -$25.2K 0.75% 40
2024
Q3
$1.34M Sell
10,998
-277
-2% -$33.6K 0.67% 43
2024
Q2
$1.39M Buy
11,275
+2,335
+26% +$288K 0.85% 32
2024
Q1
$808K Buy
+8,940
New +$808K 0.47% 53