Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,207
Closed -$1.96M 21
2025
Q1
$1.96M Buy
6,207
+68
+1% +$21.5K 2.63% 15
2024
Q4
$2.07M Buy
6,139
+36
+0.6% +$12.1K 1.55% 17
2024
Q3
$1.94M Buy
6,103
+89
+1% +$28.4K 1.33% 20
2024
Q2
$1.93M Sell
6,014
-299
-5% -$96.1K 1.37% 20
2024
Q1
$2.19M Buy
+6,313
New +$2.19M 1.39% 23