Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
4,417
-363
-8% -$101K 1.22% 22
2025
Q1
$1.49M Buy
4,780
+73
+2% +$22.7K 0.97% 26
2024
Q4
$1.23M Sell
4,707
-120
-2% -$31.3K 0.79% 29
2024
Q3
$1.56M Hold
4,827
1.04% 21
2024
Q2
$1.51M Sell
4,827
-61
-1% -$19.1K 1.08% 20
2024
Q1
$1.39M Buy
+4,888
New +$1.39M 1.05% 22