Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Sell
10,339
-62
-0.6% -$13.6K 0.9% 21
2025
Q1
$1.98M Buy
10,401
+361
+4% +$68.7K 0.81% 22
2024
Q4
$2.2M Sell
10,040
-413
-4% -$90.6K 0.87% 21
2024
Q3
$1.95M Buy
10,453
+2,060
+25% +$384K 0.77% 22
2024
Q2
$1.53M Buy
8,393
+610
+8% +$111K 0.66% 25
2024
Q1
$1.18M Hold
7,783
0.56% 35
2023
Q4
$1.18M Buy
+7,783
New +$1.18M 0.56% 35