Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.16M Sell
247,126
-839
-0.3% -$17.5K 0.32% 82
2025
Q1
$5.88M Buy
247,965
+2,872
+1% +$68.1K 0.4% 66
2024
Q4
$5.19M Sell
245,093
-326
-0.1% -$6.91K 0.35% 76
2024
Q3
$5.71M Buy
245,419
+104,425
+74% +$2.43M 0.38% 74
2024
Q2
$2.6M Buy
+140,994
New +$2.6M 0.18% 122