Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Sell
7,334
-302
-4% -$68.6K 0.66% 38
2025
Q1
$1.27M Buy
7,636
+35
+0.5% +$5.83K 0.68% 34
2024
Q4
$1.51M Buy
7,601
+960
+14% +$190K 0.76% 37
2024
Q3
$1.16M Sell
6,641
-56
-0.8% -$9.76K 0.95% 23
2024
Q2
$1.17M Buy
6,697
+28
+0.4% +$4.88K 0.76% 25
2024
Q1
$911K Buy
6,669
+1,603
+32% +$219K 1.01% 21
2023
Q4
$529K Buy
+5,066
New +$529K 0.67% 40