Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
5,877
-461
-7% -$104K 0.31% 55
2025
Q1
$1.05M Sell
6,338
-780
-11% -$129K 0.3% 53
2024
Q4
$1.41M Sell
7,118
-56
-0.8% -$11.1K 0.4% 40
2024
Q3
$1.25M Buy
7,174
+74
+1% +$12.9K 0.47% 32
2024
Q2
$1.23M Sell
7,100
-110
-2% -$19.1K 0.63% 26
2024
Q1
$981K Sell
7,210
-2,674
-27% -$364K 0.9% 20
2023
Q4
$1.03M Buy
+9,884
New +$1.03M 1.16% 8