Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
3,598
-101
-3% -$29.3K 0.5% 38
2025
Q1
$1.12M Sell
3,699
-121
-3% -$36.5K 0.6% 32
2024
Q4
$1.06M Sell
3,820
-184
-5% -$50.8K 0.6% 36
2024
Q3
$1.15M Sell
4,004
-29
-0.7% -$8.36K 0.67% 36
2024
Q2
$1.03M Sell
4,033
-154
-4% -$39.3K 0.63% 37
2024
Q1
$1.08M Buy
+4,187
New +$1.08M 0.73% 36