Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Sell
8,093
-1,389
-15% -$316K 1.5% 24
2025
Q1
$1.58M Buy
9,482
+555
+6% +$92.5K 1.39% 28
2024
Q4
$1.77M Sell
8,927
-1,044
-10% -$207K 1.56% 22
2024
Q3
$1.74M Buy
9,971
+234
+2% +$40.8K 1.51% 26
2024
Q2
$1.7M Sell
9,737
-4
-0% -$697 1.6% 23
2024
Q1
$1.33M Buy
+9,741
New +$1.33M 1.31% 33