Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.47M Buy
12,029
+173
+1% +$35.5K 1.32% 16
2025
Q1
$2.63M Sell
11,856
-79
-0.7% -$17.5K 1.48% 12
2024
Q4
$2.99M Sell
11,935
-286
-2% -$71.6K 1.7% 13
2024
Q3
$2.85M Sell
12,221
-261
-2% -$60.8K 1.58% 13
2024
Q2
$2.63M Sell
12,482
-110
-0.9% -$23.2K 1.58% 14
2024
Q1
$2.16M Buy
12,592
+46
+0.4% +$7.89K 1.28% 16
2023
Q4
$2.42M Buy
+12,546
New +$2.42M 1.59% 13