Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
27,342
-1,076
-4% -$52K 0.1% 152
2025
Q1
$1.58M Buy
28,418
+1,749
+7% +$97K 0.23% 89
2024
Q4
$1.29M Buy
26,669
+1,487
+6% +$71.7K 0.12% 132
2024
Q3
$1.45M Buy
25,182
+1,438
+6% +$82.9K 0.13% 121
2024
Q2
$1.15M Sell
23,744
-21
-0.1% -$1.02K 0.12% 131
2024
Q1
$1.15M Buy
+23,765
New +$1.15M 0.12% 135