Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.59M Hold
11,673
1.15% 11
2025
Q1
$2.59M Sell
11,673
-1,324
-10% -$294K 1.6% 9
2024
Q4
$3.17M Buy
12,997
+9,667
+290% +$2.36M 2.05% 7
2024
Q3
$776K Sell
3,330
-40
-1% -$9.32K 0.51% 18
2024
Q2
$710K Buy
3,370
+557
+20% +$117K 0.55% 18
2024
Q1
$482K Buy
+2,813
New +$482K 0.41% 21