Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71M Sell
18,097
-228
-1% -$46.8K 2.34% 9
2025
Q1
$4.07M Sell
18,325
-201
-1% -$44.6K 2.95% 4
2024
Q4
$4.64M Sell
18,526
-214
-1% -$53.6K 3.27% 7
2024
Q3
$4.37M Sell
18,740
-119
-0.6% -$27.7K 3.26% 7
2024
Q2
$3.97M Buy
18,859
+239
+1% +$50.3K 3.23% 6
2024
Q1
$3.19M Sell
18,620
-590
-3% -$101K 2.82% 9
2023
Q4
$3.7M Buy
+19,210
New +$3.7M 3.66% 7