Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.39M Sell
3,110
-47
-1% -$36.1K 0.58% 44
2025
Q1
$1.74M Sell
3,157
-108
-3% -$59.4K 0.46% 62
2024
Q4
$1.46M Sell
3,265
-17
-0.5% -$7.61K 0.37% 75
2024
Q3
$1.21M Buy
3,282
+70
+2% +$25.8K 0.31% 99
2024
Q2
$1.01M Sell
3,212
-1,015
-24% -$318K 0.27% 117
2024
Q1
$1.12M Buy
+4,227
New +$1.12M 0.31% 98
2019
Q4
Sell
-1,651
Closed -$188K 354
2019
Q3
$188K Sell
1,651
-16
-1% -$1.82K 0.12% 148
2019
Q2
$244K Buy
+1,667
New +$244K 0.15% 156