Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Hold
1,677
1.03% 22
2025
Q1
$1.59M Sell
1,677
-1,697
-50% -$1.6M 1.07% 26
2024
Q4
$3.09M Buy
3,374
+1,685
+100% +$1.54M 0.99% 25
2024
Q3
$1.5M Sell
1,689
-5
-0.3% -$4.43K 0.93% 24
2024
Q2
$1.44M Sell
1,694
-11
-0.6% -$9.35K 0.92% 25
2024
Q1
$1.25M Sell
1,705
-85
-5% -$62.3K 0.75% 30
2023
Q4
$1.18M Buy
+1,790
New +$1.18M 0.83% 27