Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.83M Buy
69,874
+275
+0.4% +$15.1K 1.52% 25
2025
Q1
$3.94M Buy
69,599
+125
+0.2% +$7.07K 2.03% 17
2024
Q4
$3.99M Sell
69,474
-1,715
-2% -$98.4K 1.62% 23
2024
Q3
$3.73M Sell
71,189
-3,200
-4% -$168K 1.62% 22
2024
Q2
$4.03M Sell
74,389
-1,200
-2% -$65K 1.66% 23
2024
Q1
$4.38M Buy
75,589
+2,384
+3% +$138K 1.93% 22
2023
Q4
$3.59M Buy
+73,205
New +$3.59M 1.99% 25