Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
7,972
-2,750
-26% -$623K 0.54% 22
2025
Q1
$1.78M Sell
10,722
-509
-5% -$84.5K 0.83% 18
2024
Q4
$2.22M Sell
11,231
-473
-4% -$93.4K 1.1% 17
2024
Q3
$2.03M Buy
11,704
+642
+6% +$111K 1.2% 16
2024
Q2
$1.92M Buy
11,062
+515
+5% +$89.5K 1.29% 17
2024
Q1
$1.43M Sell
10,547
-267
-2% -$36.3K 0.98% 19
2023
Q4
$1.12M Buy
+10,814
New +$1.12M 0.86% 19