Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36M Sell
49,373
-120
-0.2% -$8.17K 0.16% 70
2025
Q1
$3M Buy
49,493
+1,137
+2% +$68.8K 0.17% 75
2024
Q4
$3.34M Buy
48,356
+1,728
+4% +$119K 0.19% 63
2024
Q3
$3.08M Buy
46,628
+1,150
+3% +$76K 0.18% 69
2024
Q2
$2.76M Buy
45,478
+1,159
+3% +$70.3K 0.17% 73
2024
Q1
$2.52M Buy
+44,319
New +$2.52M 0.17% 79