Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.13M Buy
14,275
+249
+2% +$54.6K 1.68% 12
2025
Q1
$2.67M Sell
14,026
-330
-2% -$62.8K 1.5% 11
2024
Q4
$3.15M Sell
14,356
-84
-0.6% -$18.4K 1.79% 12
2024
Q3
$2.69M Buy
14,440
+65
+0.5% +$12.1K 1.49% 15
2024
Q2
$2.78M Sell
14,375
-510
-3% -$98.6K 1.67% 11
2024
Q1
$2.68M Sell
14,885
-1,580
-10% -$285K 1.6% 12
2023
Q4
$2.5M Buy
+16,465
New +$2.5M 1.65% 12