Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Buy
27,847
+62
+0.2% +$5.06K 0.23% 85
2025
Q1
$2.76M Sell
27,785
-515
-2% -$51.1K 0.31% 70
2024
Q4
$2.84M Sell
28,300
-188
-0.7% -$18.9K 0.34% 60
2024
Q3
$2.6M Buy
28,488
+211
+0.7% +$19.2K 0.32% 64
2024
Q2
$2.31M Sell
28,277
-310
-1% -$25.3K 0.32% 67
2024
Q1
$2.29M Buy
28,587
+78
+0.3% +$6.25K 0.32% 66
2023
Q4
$2M Sell
28,509
-277
-1% -$19.5K 0.32% 66
2023
Q3
$1.78M Buy
+28,786
New +$1.78M 0.32% 66