Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
11,704
-44
-0.4% -$4.3K 0.82% 18
2025
Q1
$1.03M Buy
11,748
+18
+0.2% +$1.58K 1.05% 21
2024
Q4
$1.06M Buy
11,730
+327
+3% +$29.5K 1.02% 19
2024
Q3
$921K Buy
11,403
+201
+2% +$16.2K 0.94% 21
2024
Q2
$758K Buy
11,202
+185
+2% +$12.5K 0.83% 24
2024
Q1
$661K Sell
11,017
-299
-3% -$17.9K 0.79% 28
2023
Q4
$595K Buy
+11,316
New +$595K 0.77% 30