Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Buy
10,457
+27
+0.3% +$5.1K 1.57% 19
2025
Q1
$2.44M Buy
10,430
+1,716
+20% +$402K 1.97% 16
2024
Q4
$3.43M Sell
8,714
-399
-4% -$157K 2.8% 9
2024
Q3
$3.05M Sell
9,113
-399
-4% -$133K 2.35% 12
2024
Q2
$2.33M Buy
9,512
+534
+6% +$131K 1.96% 17
2024
Q1
$3.13M Buy
8,978
+6
+0.1% +$2.09K 2.82% 9
2023
Q4
$2.62M Buy
+8,972
New +$2.62M 2.58% 10