Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
9,720
-260
-3% -$27.4K 0.1% 198
2025
Q1
$1.11M Buy
9,980
+167
+2% +$18.6K 0.12% 177
2024
Q4
$1.02M Buy
9,813
+357
+4% +$36.9K 0.11% 186
2024
Q3
$1.06M Sell
9,456
-185
-2% -$20.7K 0.14% 170
2024
Q2
$861K Sell
9,641
-230
-2% -$20.5K 0.12% 184
2024
Q1
$848K Buy
+9,871
New +$848K 0.12% 185