Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.69M Sell
50,304
-575
-1% -$53.6K 0.18% 75
2025
Q1
$3.71M Sell
50,879
-2,409
-5% -$176K 0.15% 90
2024
Q4
$3.21M Sell
53,288
-1,265
-2% -$76.3K 0.12% 97
2024
Q3
$4.1M Buy
54,553
+289
+0.5% +$21.7K 0.15% 80
2024
Q2
$3.94M Buy
54,264
+19,694
+57% +$1.43M 0.16% 79
2024
Q1
$2.66M Sell
34,570
-904
-3% -$69.6K 0.11% 104
2023
Q4
$2.18M Buy
+35,474
New +$2.18M 0.09% 112