Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Sell
56,587
-1,929
-3% -$63.1K 0.6% 62
2025
Q1
$1.75M Buy
58,516
+87
+0.1% +$2.6K 0.65% 53
2024
Q4
$1.52M Buy
58,429
+3,745
+7% +$97.3K 0.52% 66
2024
Q3
$1.53M Buy
54,684
+806
+1% +$22.6K 0.52% 69
2024
Q2
$1.4M Buy
53,878
+95
+0.2% +$2.47K 0.54% 69
2024
Q1
$1.58M Buy
+53,783
New +$1.58M 0.57% 66