Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.26M Sell
9,125
-110
-1% -$39.2K 2.44% 22
2025
Q1
$3.69M Buy
9,235
+15
+0.2% +$5.99K 2.91% 13
2024
Q4
$3.31M Sell
9,220
-795
-8% -$286K 2.61% 17
2024
Q3
$3.47M Buy
10,015
+25
+0.3% +$8.65K 2.45% 21
2024
Q2
$2.93M Sell
9,990
-30
-0.3% -$8.81K 2.14% 25
2024
Q1
$3.34M Buy
10,020
+1,245
+14% +$415K 2.4% 22
2023
Q4
$2.55M Buy
8,775
+95
+1% +$27.6K 2.19% 24
2023
Q3
$2.81M Buy
+8,680
New +$2.81M 2.72% 17