Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
17,889
+232
+1% +$28K 0.04% 284
2025
Q1
$2.06M Buy
17,657
+716
+4% +$83.4K 0.07% 199
2024
Q4
$2.03M Buy
16,941
+244
+1% +$29.3K 0.06% 204
2024
Q3
$1.78M Sell
16,697
-315
-2% -$33.5K 0.06% 220
2024
Q2
$1.61M Sell
17,012
-237
-1% -$22.4K 0.05% 225
2024
Q1
$1.91M Sell
17,249
-1,841
-10% -$204K 0.07% 200
2023
Q4
$1.65M Sell
19,090
-345
-2% -$29.9K 0.06% 223
2023
Q3
$1.36M Sell
19,435
-1,120
-5% -$78.6K 0.06% 238
2023
Q2
$1.37M Buy
+20,555
New +$1.37M 0.05% 255