Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Sell
19,953
-503
-2% -$68.4K 0.83% 23
2025
Q1
$2.71M Sell
20,456
-190
-0.9% -$25.2K 0.85% 24
2024
Q4
$2.34M Buy
+20,646
New +$2.34M 0.72% 36
2024
Q2
$2.11M Sell
20,260
-993
-5% -$103K 0.67% 35
2024
Q1
$2.42M Buy
21,253
+23
+0.1% +$2.61K 0.74% 32
2023
Q4
$2.34M Sell
21,230
-214
-1% -$23.6K 0.75% 26
2023
Q3
$2.08M Buy
21,444
+50
+0.2% +$4.84K 0.73% 31
2023
Q2
$2.25M Buy
+21,394
New +$2.25M 0.75% 28
2019
Q3
$2.34M Buy
+20,484
New +$2.34M 0.71% 33