Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.46M Buy
7,748
+317
+4% +$101K 0.86% 26
2025
Q1
$1.93M Sell
7,431
-331
-4% -$85.8K 0.81% 30
2024
Q4
$3.13M Sell
7,762
-806
-9% -$325K 1.33% 19
2024
Q3
$2.24M Buy
+8,568
New +$2.24M 1% 25
2024
Q1
Sell
-876
Closed -$218K 123
2023
Q4
$218K Buy
+876
New +$218K 0.13% 104