Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.06M Sell
49,460
-942
-2% -$115K 0.3% 62
2025
Q1
$4.59M Buy
50,402
+9,986
+25% +$910K 0.25% 89
2024
Q4
$4.66M Sell
40,416
-3,903
-9% -$450K 0.26% 81
2024
Q3
$5.25M Sell
44,319
-3,393
-7% -$402K 0.31% 67
2024
Q2
$6.58M Sell
47,712
-3,877
-8% -$535K 0.42% 54
2024
Q1
$5.89M Buy
+51,589
New +$5.89M 0.4% 58