Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Sell
72,181
-1,372
-2% -$28.7K 0.2% 110
2025
Q1
$1.76M Sell
73,553
-12,819
-15% -$307K 0.24% 96
2024
Q4
$1.84M Sell
86,372
-1,280
-1% -$27.3K 0.24% 89
2024
Q3
$2.03M Sell
87,652
-329
-0.4% -$7.61K 0.26% 89
2024
Q2
$1.6M Sell
87,981
-1,265
-1% -$23K 0.21% 98
2024
Q1
$1.91M Sell
89,246
-286
-0.3% -$6.14K 0.25% 91
2023
Q4
$1.93M Buy
89,532
+31,078
+53% +$669K 0.25% 93
2023
Q3
$1.17M Buy
+58,454
New +$1.17M 0.16% 116