Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Sell
10,154
-30
-0.3% -$5.81K 0.47% 32
2025
Q1
$1.2M Sell
10,184
-181
-2% -$21.3K 0.31% 55
2024
Q4
$1.43M Buy
10,365
+36
+0.3% +$4.96K 0.36% 53
2024
Q3
$1.22M Buy
10,329
+180
+2% +$21.3K 0.31% 54
2024
Q2
$873K Buy
+10,149
New +$873K 0.24% 60