Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Sell
11,070
-188
-2% -$38.6K 1.22% 24
2025
Q1
$2.5M Sell
11,258
-272
-2% -$60.4K 1.44% 20
2024
Q4
$2.89M Sell
11,530
-263
-2% -$65.9K 1.52% 18
2024
Q3
$2.75M Buy
11,793
+9
+0.1% +$2.1K 1.45% 19
2024
Q2
$2.48M Buy
11,784
+66
+0.6% +$13.9K 1.41% 19
2024
Q1
$2.01M Buy
11,718
+12
+0.1% +$2.06K 1.19% 22
2023
Q4
$2.25M Buy
11,706
+11
+0.1% +$2.12K 1.43% 20
2023
Q3
$2M Buy
11,695
+12
+0.1% +$2.05K 1.42% 19
2023
Q2
$2.27M Buy
11,683
+12
+0.1% +$2.33K 1.59% 17
2023
Q1
$1.92M Sell
11,671
-217
-2% -$35.8K 1.4% 20
2022
Q4
$1.54M Buy
+11,888
New +$1.54M 1.04% 19