Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.58M Sell
16,938
-353
-2% -$74.5K 1.43% 14
2025
Q1
$3.84M Sell
17,291
-284
-2% -$63.1K 1.74% 14
2024
Q4
$4.4M Sell
17,575
-225
-1% -$56.3K 2.01% 12
2024
Q3
$4.04M Sell
17,800
-127
-0.7% -$28.8K 1.87% 12
2024
Q2
$3.78M Buy
17,927
+195
+1% +$41.1K 1.88% 12
2024
Q1
$3.04M Sell
17,732
-184
-1% -$31.6K 1.57% 14
2023
Q4
$3.27M Buy
+17,916
New +$3.27M 1.76% 12