Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Buy
9,353
+65
+0.7% +$18.1K 1.56% 16
2025
Q1
$2.89M Buy
9,288
+50
+0.5% +$15.6K 1.84% 11
2024
Q4
$2.41M Buy
9,238
+10
+0.1% +$2.61K 1.56% 16
2024
Q3
$2.97M Sell
9,228
-265
-3% -$85.4K 1.82% 11
2024
Q2
$2.97M Sell
9,493
-545
-5% -$170K 1.86% 10
2024
Q1
$2.85M Sell
10,038
-250
-2% -$71.1K 1.72% 15
2023
Q4
$2.96M Buy
+10,288
New +$2.96M 1.85% 11