Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
14,791
-242
-2% -$19.2K 0.93% 31
2025
Q1
$1.35M Sell
15,033
-568
-4% -$51K 1.09% 26
2024
Q4
$1.55M Sell
15,601
-200
-1% -$19.9K 1.25% 25
2024
Q3
$1.79M Buy
15,801
+57
+0.4% +$6.47K 1.47% 18
2024
Q2
$1.95M Sell
15,744
-271
-2% -$33.6K 1.66% 16
2024
Q1
$2.11M Sell
16,015
-90
-0.6% -$11.9K 1.74% 15
2023
Q4
$1.76M Sell
16,105
-671
-4% -$73.2K 1.52% 17
2023
Q3
$1.73M Sell
16,776
-54
-0.3% -$5.56K 1.66% 16
2023
Q2
$1.94M Buy
+16,830
New +$1.94M 1.88% 13