Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Sell
36,506
-850
-2% -$60.7K 0.07% 139
2025
Q1
$2.39M Buy
37,356
+360
+1% +$23K 0.06% 128
2024
Q4
$2.81M Buy
36,996
+150
+0.4% +$11.4K 0.07% 121
2024
Q3
$3.27M Buy
36,846
+2,643
+8% +$235K 0.08% 117
2024
Q2
$2.59M Sell
34,203
-8,442
-20% -$639K 0.07% 124
2024
Q1
$4.14M Buy
42,645
+28,789
+208% +$2.79M 0.12% 99
2023
Q4
$1.51M Buy
+13,856
New +$1.51M 0.05% 152