Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.32M Sell
183,877
-610
-0.3% -$17.7K 1.32% 14
2025
Q1
$5.22M Buy
184,487
+2,059
+1% +$58.2K 1.37% 13
2024
Q4
$4.15M Buy
182,428
+3,025
+2% +$68.9K 1.1% 24
2024
Q3
$3.95M Sell
179,403
-545
-0.3% -$12K 1.03% 35
2024
Q2
$3.44M Buy
179,948
+7,284
+4% +$139K 0.97% 38
2024
Q1
$3.04M Buy
172,664
+8,850
+5% +$156K 0.87% 59
2023
Q4
$2.75M Buy
+163,814
New +$2.75M 0.9% 58