Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.48M Sell
47,319
-150
-0.3% -$23.7K 0.6% 23
2025
Q1
$5.14M Buy
47,469
+1,591
+3% +$172K 0.45% 30
2024
Q4
$6.16M Buy
45,878
+3,321
+8% +$446K 0.54% 28
2024
Q3
$5.17M Sell
42,557
-347
-0.8% -$42.1K 0.46% 30
2024
Q2
$5.3M Buy
+42,904
New +$5.3M 0.53% 27