Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
5,100
-75
-1% -$26.6K 1.21% 25
2025
Q1
$1.81M Sell
5,175
-55
-1% -$19.3K 1.23% 22
2024
Q4
$1.65M Sell
5,230
-20
-0.4% -$6.32K 1.14% 24
2024
Q3
$1.44M Sell
5,250
-60
-1% -$16.5K 0.97% 33
2024
Q2
$1.39M Sell
5,310
-163
-3% -$42.8K 1.09% 29
2024
Q1
$1.53M Sell
5,473
-55
-1% -$15.3K 1.19% 27
2023
Q4
$1.44M Sell
5,528
-296
-5% -$77.1K 1.15% 27
2023
Q3
$1.34M Buy
+5,824
New +$1.34M 1.15% 29