Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Sell
3,417
-125
-4% -$58.6K 0.49% 44
2025
Q1
$1.65M Sell
3,542
-30
-0.8% -$14K 0.52% 45
2024
Q4
$1.5M Buy
+3,572
New +$1.5M 0.46% 46
2024
Q2
$1.57M Sell
3,576
-32
-0.9% -$14K 0.5% 46
2024
Q1
$1.68M Buy
3,608
+3
+0.1% +$1.39K 0.51% 46
2023
Q4
$1.48M Sell
3,605
-428
-11% -$176K 0.47% 46
2023
Q3
$1.5M Hold
4,033
0.53% 44
2023
Q2
$1.54M Buy
+4,033
New +$1.54M 0.51% 43
2019
Q3
$1.69M Buy
+3,553
New +$1.69M 0.51% 46