Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
5,448
+126
+2% +$44.7K 0.93% 22
2025
Q1
$1.87M Sell
5,322
-66
-1% -$23.1K 1% 18
2024
Q4
$1.7M Sell
5,388
-265
-5% -$83.8K 0.96% 23
2024
Q3
$1.55M Sell
5,653
-309
-5% -$85K 0.9% 27
2024
Q2
$1.56M Sell
5,962
-28
-0.5% -$7.35K 0.97% 24
2024
Q1
$1.67M Buy
+5,990
New +$1.67M 1.13% 24