Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
23,709
-10,145
-30% -$947K 1.16% 36
2025
Q1
$2.47M Buy
33,854
+3,670
+12% +$267K 1.11% 39
2024
Q4
$1.82M Buy
30,184
+15,305
+103% +$923K 0.8% 42
2024
Q3
$1.12M Sell
14,879
-5,930
-28% -$446K 0.55% 55
2024
Q2
$1.51M Sell
20,809
-10,335
-33% -$751K 0.78% 43
2024
Q1
$2.4M Buy
31,144
+27,145
+679% +$2.09M 1.24% 30
2023
Q4
$246K Buy
+3,999
New +$246K 0.14% 102