Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.7M Buy
8,506
+144
+2% +$45.7K 0.87% 25
2025
Q1
$2.17M Sell
8,362
-1,224
-13% -$317K 0.8% 26
2024
Q4
$3.87M Sell
9,586
-2,637
-22% -$1.06M 1.48% 15
2024
Q3
$3.2M Sell
12,223
-1,630
-12% -$426K 1.31% 15
2024
Q2
$2.74M Sell
13,853
-309
-2% -$61.1K 1.26% 17
2024
Q1
$2.49M Buy
14,162
+4,159
+42% +$731K 1.39% 17
2023
Q4
$2.49M Buy
+10,003
New +$2.49M 1.56% 15