Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$969K Sell
3,469
-895
-21% -$250K 0.3% 65
2025
Q1
$1.36M Buy
4,364
+126
+3% +$39.3K 0.43% 51
2024
Q4
$1.1M Buy
+4,238
New +$1.1M 0.34% 58
2024
Q2
$1.3M Sell
4,163
-477
-10% -$149K 0.41% 48
2024
Q1
$1.32M Buy
4,640
+5
+0.1% +$1.42K 0.4% 49
2023
Q4
$1.33M Buy
4,635
+143
+3% +$41.2K 0.43% 48
2023
Q3
$1.21M Buy
4,492
+193
+4% +$51.9K 0.43% 46
2023
Q2
$1.13M Buy
+4,299
New +$1.13M 0.38% 48
2019
Q3
$1.33M Buy
+4,139
New +$1.33M 0.4% 51