Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.24M Sell
20,657
-5
-0% -$1.03K 2.84% 4
2025
Q1
$4.59M Buy
20,662
+445
+2% +$98.8K 3.11% 3
2024
Q4
$5.06M Sell
20,217
-203
-1% -$50.8K 3.5% 3
2024
Q3
$4.76M Sell
20,420
-10
-0% -$2.33K 3.19% 3
2024
Q2
$4.3M Sell
20,430
-360
-2% -$75.8K 3.36% 4
2024
Q1
$3.57M Sell
20,790
-885
-4% -$152K 2.79% 6
2023
Q4
$4.17M Sell
21,675
-130
-0.6% -$25K 3.34% 5
2023
Q3
$3.73M Buy
+21,805
New +$3.73M 3.19% 4