Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Buy
17,754
+20
+0.1% +$3.45K 1.22% 15
2025
Q1
$1.92M Sell
17,734
-712
-4% -$77.2K 0.87% 15
2024
Q4
$2.48M Sell
18,446
-96
-0.5% -$12.9K 1.13% 15
2024
Q3
$2.32M Buy
18,542
+294
+2% +$36.7K 1.07% 14
2024
Q2
$2.25M Sell
18,248
-92
-0.5% -$11.4K 1.13% 14
2024
Q1
$1.66M Sell
18,340
-2,120
-10% -$192K 0.85% 17
2023
Q4
$1.49M Buy
+20,460
New +$1.49M 0.8% 17