Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
6,983
+113
+2% +$25.6K 0.63% 17
2025
Q1
$1.31M Sell
6,870
-173
-2% -$32.9K 0.59% 17
2024
Q4
$1.55M Sell
7,043
-210
-3% -$46.1K 0.7% 18
2024
Q3
$1.35M Sell
7,253
-28
-0.4% -$5.22K 0.63% 18
2024
Q2
$1.41M Buy
7,281
+15
+0.2% +$2.9K 0.7% 18
2024
Q1
$1.31M Sell
7,266
-83
-1% -$15K 0.68% 18
2023
Q4
$1.25M Buy
+7,349
New +$1.25M 0.67% 18