Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.28M Sell
38,027
-327
-0.9% -$36.8K 0.14% 179
2025
Q1
$4.31M Buy
38,354
+5,270
+16% +$592K 0.15% 168
2024
Q4
$3.7M Buy
33,084
+1,526
+5% +$171K 0.12% 202
2024
Q3
$4.4M Sell
31,558
-265
-0.8% -$36.9K 0.15% 182
2024
Q2
$3.74M Buy
31,823
+1,879
+6% +$221K 0.13% 198
2024
Q1
$3.9M Buy
+29,944
New +$3.9M 0.13% 204