Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Buy
175,451
+251
+0.1% +$2.72K 0.31% 74
2025
Q1
$1.76M Sell
175,200
-6,060
-3% -$60.8K 0.33% 74
2024
Q4
$1.79M Sell
181,260
-34,569
-16% -$342K 0.42% 59
2024
Q3
$2.28M Sell
215,829
-3,092
-1% -$32.7K 0.55% 50
2024
Q2
$2.75M Sell
218,921
-5,131
-2% -$64.3K 0.73% 35
2024
Q1
$2.98M Sell
224,052
-25,697
-10% -$341K 0.82% 28
2023
Q4
$3.04M Sell
249,749
-1,352
-0.5% -$16.5K 2.67% 5
2023
Q3
$3.12M Buy
+251,101
New +$3.12M 1.03% 21