Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
5,635
-59
-1% -$11.9K 0.33% 62
2025
Q1
$1.17M Sell
5,694
-879
-13% -$181K 0.36% 51
2024
Q4
$1.46M Buy
6,573
+942
+17% +$210K 0.45% 43
2024
Q3
$1.32M Sell
5,631
-3
-0.1% -$705 0.41% 48
2024
Q2
$1.25M Buy
5,634
+70
+1% +$15.5K 0.41% 47
2024
Q1
$961K Buy
5,564
+40
+0.7% +$6.91K 0.35% 51
2023
Q4
$1.03M Buy
+5,524
New +$1.03M 0.41% 47
2023
Q3
Sell
-5,718
Closed -$1.02M 150
2023
Q2
$1.02M Buy
+5,718
New +$1.02M 0.44% 44