Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.52M Sell
7,495
-45
-0.6% -$21.1K 0.12% 113
2025
Q1
$3.51M Buy
7,540
+2
+0% +$931 0.12% 109
2024
Q4
$3.16M Sell
7,538
-157
-2% -$65.7K 0.12% 114
2024
Q3
$3.67M Buy
7,695
+14
+0.2% +$6.68K 0.14% 108
2024
Q2
$3.37M Sell
7,681
-54
-0.7% -$23.7K 0.14% 109
2024
Q1
$3.59M Sell
7,735
-25
-0.3% -$11.6K 0.16% 108
2023
Q4
$3.19M Sell
7,760
-40
-0.5% -$16.4K 0.14% 108
2023
Q3
$2.9M Buy
7,800
+48
+0.6% +$17.9K 0.14% 106
2023
Q2
$2.95M Sell
7,752
-7
-0.1% -$2.67K 0.14% 110
2023
Q1
$2.76M Buy
+7,759
New +$2.76M 0.14% 107