Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
5,570
+25
+0.5% +$5.7K 1.32% 34
2025
Q1
$1.35M Sell
5,545
-12
-0.2% -$2.93K 1.4% 32
2024
Q4
$1.35M Hold
5,557
1.3% 41
2024
Q3
$1.43M Hold
5,557
1.34% 40
2024
Q2
$1.22M Sell
5,557
-34
-0.6% -$7.47K 1.27% 48
2024
Q1
$1.42M Sell
5,591
-1,098
-16% -$278K 1.36% 41
2023
Q4
$1.6M Buy
+6,689
New +$1.6M 1.56% 27