Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.92M Sell
16,688
-64
-0.4% -$22.7K 1.39% 15
2025
Q1
$4.55M Sell
16,752
-1,456
-8% -$396K 1.18% 23
2024
Q4
$6.04M Sell
18,208
-860
-5% -$285K 1.58% 17
2024
Q3
$6.32M Sell
19,068
-2,036
-10% -$675K 1.67% 15
2024
Q2
$6.62M Buy
21,104
+1,468
+7% +$460K 1.9% 11
2024
Q1
$6.14M Buy
19,636
+1,369
+7% +$428K 1.79% 11
2023
Q4
$4.4M Buy
+18,267
New +$4.4M 1.47% 17