Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.79M Sell
28,207
-748
-3% -$73.9K 0.19% 116
2025
Q1
$1.9M Sell
28,955
-23
-0.1% -$1.51K 0.14% 146
2024
Q4
$2.01M Sell
28,978
-168
-0.6% -$11.7K 0.14% 144
2024
Q3
$1.9M Sell
29,146
-2,618
-8% -$171K 0.13% 157
2024
Q2
$2.14M Buy
31,764
+4,552
+17% +$307K 0.15% 141
2024
Q1
$1.57M Sell
27,212
-78
-0.3% -$4.5K 0.11% 166
2023
Q4
$1.35M Buy
27,290
+7,484
+38% +$371K 0.11% 175
2023
Q3
$832K Buy
+19,806
New +$832K 0.08% 181