Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
15,292
+9
+0.1% +$772 0.04% 160
2025
Q1
$1.41M Sell
15,283
-1,249
-8% -$115K 0.06% 140
2024
Q4
$1.39M Sell
16,532
-765
-4% -$64.5K 0.01% 139
2024
Q3
$1.82M Sell
17,297
-149
-0.9% -$15.7K 0.08% 111
2024
Q2
$1.51M Sell
17,446
-2,545
-13% -$220K 0.08% 113
2024
Q1
$2.11M Buy
+19,991
New +$2.11M 0.1% 98