Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
5,375
-194
-3% -$75.1K 0.08% 119
2025
Q1
$2.14M Sell
5,569
-146
-3% -$56K 0.09% 113
2024
Q4
$2.54M Buy
5,715
+2
+0% +$889 0.1% 110
2024
Q3
$2.96M Sell
5,713
-80
-1% -$41.4K 0.11% 104
2024
Q2
$3.22M Sell
5,793
-1,686
-23% -$937K 0.13% 88
2024
Q1
$3.77M Sell
7,479
-278
-4% -$140K 0.15% 81
2023
Q4
$4.63M Buy
+7,757
New +$4.63M 0.19% 72