Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
5,194
+52
+1% +$14.5K 0.29% 69
2025
Q1
$1.6M Sell
5,142
-12
-0.2% -$3.74K 0.35% 65
2024
Q4
$1.34M Sell
5,154
-171
-3% -$44.6K 0.29% 66
2024
Q3
$1.72M Buy
5,325
+345
+7% +$111K 0.36% 63
2024
Q2
$1.56M Buy
4,980
+386
+8% +$121K 0.35% 63
2024
Q1
$1.31M Buy
4,594
+1,055
+30% +$300K 0.3% 68
2023
Q4
$1.02M Buy
3,539
+2,582
+270% +$744K 0.25% 70
2023
Q3
$257K Buy
+957
New +$257K 0.07% 100