Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Sell
8,037
-280
-3% -$57.4K 1.06% 23
2025
Q1
$1.85M Buy
8,317
+1,460
+21% +$324K 1.36% 20
2024
Q4
$1.72M Sell
6,857
-232
-3% -$58.1K 1.21% 21
2024
Q3
$1.65M Sell
7,089
-78
-1% -$18.2K 1.24% 21
2024
Q2
$1.51M Buy
7,167
+11
+0.2% +$2.32K 1.14% 22
2024
Q1
$1.23M Sell
7,156
-291
-4% -$49.9K 0.94% 27
2023
Q4
$1.43M Buy
+7,447
New +$1.43M 1.18% 22