Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
6,122
-175
-3% -$38.4K 0.94% 29
2025
Q1
$1.2M Buy
6,297
+441
+8% +$83.9K 0.94% 30
2024
Q4
$1.28M Buy
5,856
+73
+1% +$16K 0.93% 30
2024
Q3
$1.08M Sell
5,783
-380
-6% -$70.8K 0.77% 31
2024
Q2
$1.19M Buy
6,163
+88
+1% +$17K 0.95% 27
2024
Q1
$1.1M Sell
6,075
-319
-5% -$57.5K 0.91% 26
2023
Q4
$972K Buy
+6,394
New +$972K 0.89% 25