Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.19M Sell
173,313
-6,245
-3% -$223K 0.15% 124
2025
Q1
$6.63M Buy
179,558
+130
+0.1% +$4.8K 0.18% 119
2024
Q4
$6.71M Buy
179,428
+2,128
+1% +$79.6K 0.17% 113
2024
Q3
$7.41M Sell
177,300
-29,613
-14% -$1.24M 0.2% 104
2024
Q2
$8.1M Sell
206,913
-2,168
-1% -$84.9K 0.24% 95
2024
Q1
$9.06M Buy
+209,081
New +$9.06M 0.29% 79