Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Buy
1,812
+26
+1% +$25.7K 1.36% 21
2025
Q1
$1.69M Sell
1,786
-50
-3% -$47.3K 1.49% 17
2024
Q4
$1.68M Sell
1,836
-62
-3% -$56.8K 1.41% 16
2024
Q3
$1.68M Buy
1,898
+28
+1% +$24.8K 1.34% 21
2024
Q2
$1.59M Buy
1,870
+55
+3% +$46.8K 1.34% 19
2024
Q1
$1.33M Buy
1,815
+31
+2% +$22.7K 1.18% 26
2023
Q4
$1.18M Buy
+1,784
New +$1.18M 1.2% 23