Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
4,469
-44
-1% -$15.6K 1.14% 13
2025
Q1
$1.58M Buy
4,513
+5
+0.1% +$1.75K 1.61% 13
2024
Q4
$1.42M Buy
4,508
+123
+3% +$38.9K 1.37% 13
2024
Q3
$1.21M Buy
4,385
+244
+6% +$67.1K 1.22% 15
2024
Q2
$1.09M Buy
4,141
+38
+0.9% +$9.97K 1.18% 15
2024
Q1
$1.14M Sell
4,103
-113
-3% -$31.4K 1.37% 15
2023
Q4
$1.1M Buy
+4,216
New +$1.1M 1.42% 14