Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
6,095
+4
+0.1% +$878 1.06% 29
2025
Q1
$1.16M Buy
6,091
+72
+1% +$13.7K 0.93% 32
2024
Q4
$1.32M Sell
6,019
-22
-0.4% -$4.83K 1.06% 33
2024
Q3
$1.13M Buy
6,041
+175
+3% +$32.6K 0.92% 36
2024
Q2
$1.13M Sell
5,866
-124
-2% -$24K 0.96% 35
2024
Q1
$1.08M Sell
5,990
-41
-0.7% -$7.4K 0.89% 34
2023
Q4
$916K Sell
6,031
-349
-5% -$53K 0.79% 35
2023
Q3
$811K Buy
6,380
+735
+13% +$93.4K 0.78% 35
2023
Q2
$736K Buy
+5,645
New +$736K 0.71% 41