Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.77M Sell
25,567
-282
-1% -$85.8K 2.69% 10
2025
Q1
$6.94M Sell
25,849
-2,913
-10% -$782K 2.58% 10
2024
Q4
$7.08M Sell
28,762
-3,122
-10% -$769K 2.3% 13
2024
Q3
$7.3M Buy
31,884
+75
+0.2% +$17.2K 2.43% 12
2024
Q2
$6.42M Sell
31,809
-1,340
-4% -$270K 2.31% 15
2024
Q1
$6.47M Buy
+33,149
New +$6.47M 2.58% 13