Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Sell
7,329
-56
-0.8% -$17.8K 1.68% 9
2025
Q1
$1.91M Sell
7,385
-91
-1% -$23.6K 1.95% 10
2024
Q4
$3.02M Buy
7,476
+202
+3% +$81.6K 2.9% 6
2024
Q3
$1.9M Buy
7,274
+24
+0.3% +$6.28K 1.93% 10
2024
Q2
$1.43M Buy
7,250
+65
+0.9% +$12.9K 1.56% 12
2024
Q1
$1.26M Sell
7,185
-128
-2% -$22.4K 1.51% 12
2023
Q4
$1.82M Buy
+7,313
New +$1.82M 2.36% 8