Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
2,879
-6
-0.2% -$2.14K 0.32% 60
2025
Q1
$1.15M Buy
2,885
+6
+0.2% +$2.4K 0.36% 57
2024
Q4
$1.03M Buy
+2,879
New +$1.03M 0.32% 63
2024
Q2
$831K Sell
2,832
-29
-1% -$8.51K 0.26% 72
2024
Q1
$955K Sell
2,861
-8
-0.3% -$2.67K 0.29% 65
2023
Q4
$835K Sell
2,869
-228
-7% -$66.4K 0.27% 73
2023
Q3
$1M Hold
3,097
0.35% 53
2023
Q2
$994K Buy
+3,097
New +$994K 0.33% 56
2019
Q3
$980K Buy
+2,832
New +$980K 0.3% 65