Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.4M Sell
8,605
-4
-0% -$1.12K 0.7% 31
2025
Q1
$2.68M Buy
8,609
+170
+2% +$53K 0.77% 22
2024
Q4
$2.2M Buy
8,439
+301
+4% +$78.5K 0.63% 33
2024
Q3
$2.62M Sell
8,138
-114
-1% -$36.7K 0.68% 31
2024
Q2
$2.58M Buy
8,252
+56
+0.7% +$17.5K 0.65% 27
2024
Q1
$2.33M Sell
8,196
-216
-3% -$61.4K 0.64% 32
2023
Q4
$2.42M Buy
8,412
+87
+1% +$25.1K 0.69% 29
2023
Q3
$2.24M Buy
+8,325
New +$2.24M 0.66% 28