Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43M Sell
57,916
-848
-1% -$35.6K 0.33% 52
2025
Q1
$2.28M Buy
58,764
+3,912
+7% +$152K 0.34% 55
2024
Q4
$1.97M Buy
54,852
+204
+0.4% +$7.34K 0.28% 63
2024
Q3
$1.95M Buy
54,648
+108
+0.2% +$3.86K 0.28% 63
2024
Q2
$1.78M Buy
+54,540
New +$1.78M 0.27% 64
2019
Q3
Sell
-36,732
Closed -$599K 103
2019
Q2
$599K Buy
36,732
+1,852
+5% +$30.2K 0.21% 71
2019
Q1
$561K Buy
+34,880
New +$561K 0.21% 67