Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
7,119
+246
+4% +$35.8K 0.39% 40
2025
Q1
$1.06M Sell
6,873
-522
-7% -$80.5K 0.42% 36
2024
Q4
$1.04M Sell
7,395
-158
-2% -$22.2K 0.42% 40
2024
Q3
$1.01M Sell
7,553
-857
-10% -$115K 0.4% 45
2024
Q2
$997K Sell
8,410
-28
-0.3% -$3.32K 0.41% 46
2024
Q1
$1.04M Sell
8,438
-31
-0.4% -$3.81K 0.42% 45
2023
Q4
$1.01M Buy
8,469
+93
+1% +$11.1K 0.44% 40
2023
Q3
$966K Buy
+8,376
New +$966K 0.48% 37