Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
1,745
-17
-1% -$13.6K 0.42% 42
2025
Q1
$1.17M Sell
1,762
-34
-2% -$22.5K 0.37% 46
2024
Q4
$1.24M Buy
1,796
+91
+5% +$63.1K 0.38% 46
2024
Q3
$1.42M Buy
1,705
+213
+14% +$177K 0.43% 42
2024
Q2
$1.53M Buy
1,492
+339
+29% +$347K 0.48% 40
2024
Q1
$1.12M Buy
1,153
+51
+5% +$49.5K 0.35% 49
2023
Q4
$835K Buy
1,102
+260
+31% +$197K 0.28% 52
2023
Q3
$495K Buy
+842
New +$495K 0.19% 77