Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
3,437
-320
-9% -$127K 0.42% 51
2025
Q1
$1.4M Buy
3,757
+7
+0.2% +$2.61K 0.44% 48
2024
Q4
$1.35M Buy
+3,750
New +$1.35M 0.42% 48
2024
Q2
$1.27M Sell
3,726
-225
-6% -$76.6K 0.4% 51
2024
Q1
$1.41M Buy
3,951
+2
+0.1% +$716 0.43% 48
2023
Q4
$1.18M Buy
3,949
+87
+2% +$26.1K 0.38% 50
2023
Q3
$1.06M Hold
3,862
0.37% 51
2023
Q2
$1.09M Buy
+3,862
New +$1.09M 0.36% 51
2019
Q3
$1.35M Buy
+3,729
New +$1.35M 0.41% 50