Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
7,277
-13
-0.2% -$2.1K 0.04% 231
2025
Q1
$778K Buy
7,290
+333
+5% +$35.6K 0.03% 229
2024
Q4
$858K Sell
6,957
-795
-10% -$98.1K 0.04% 231
2024
Q3
$1.11M Buy
7,752
+527
+7% +$75.4K 0.08% 185
2024
Q2
$1.18M Buy
7,225
+814
+13% +$133K 0.09% 161
2024
Q1
$801K Sell
6,411
-792
-11% -$99K 0.07% 190
2023
Q4
$541K Buy
+7,203
New +$541K 0.05% 199