Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.34M Sell
41,649
-5,671
-12% -$863K 0.46% 49
2025
Q1
$6.95M Buy
47,320
+940
+2% +$138K 0.56% 45
2024
Q4
$5.99M Buy
46,380
+281
+0.6% +$36.3K 0.46% 55
2024
Q3
$6.3M Sell
46,099
-17,762
-28% -$2.43M 0.46% 52
2024
Q2
$6.53M Sell
63,861
-463
-0.7% -$47.3K 0.49% 50
2024
Q1
$5.7M Buy
64,324
+15,853
+33% +$1.41M 0.43% 58
2023
Q4
$4.43M Buy
48,471
+1,113
+2% +$102K 0.36% 73
2023
Q3
$3.71M Buy
+47,358
New +$3.71M 0.33% 75