Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
5,724
+276
+5% +$77.1K 0.92% 53
2025
Q1
$1.7M Sell
5,448
-145
-3% -$45.2K 1.1% 41
2024
Q4
$1.46M Buy
5,593
+910
+19% +$237K 0.88% 51
2024
Q3
$1.51M Sell
4,683
-185
-4% -$59.6K 0.93% 45
2024
Q2
$1.52M Buy
4,868
+6
+0.1% +$1.88K 0.98% 38
2024
Q1
$1.38M Sell
4,862
-67
-1% -$19K 0.93% 48
2023
Q4
$1.42M Buy
+4,929
New +$1.42M 1.02% 40