Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
2,004
+16
+0.8% +$14.3K 0.69% 40
2025
Q1
$1.36M Buy
1,988
+5
+0.3% +$3.41K 0.54% 45
2024
Q4
$1.25M Buy
1,983
+100
+5% +$63K 0.49% 47
2024
Q3
$1.46M Sell
1,883
-234
-11% -$181K 0.59% 44
2024
Q2
$1.75M Sell
2,117
-6
-0.3% -$4.95K 0.74% 40
2024
Q1
$1.48M Sell
2,123
-17
-0.8% -$11.9K 0.64% 44
2023
Q4
$1.24M Sell
2,140
-19
-0.9% -$11K 0.58% 44
2023
Q3
$989K Buy
+2,159
New +$989K 0.5% 51