Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
1,198
-25
-2% -$24.8K 0.47% 42
2025
Q1
$1.16M Sell
1,223
-2
-0.2% -$1.89K 0.47% 44
2024
Q4
$1.12M Sell
1,225
-28
-2% -$25.7K 0.44% 49
2024
Q3
$1.11M Sell
1,253
-6
-0.5% -$5.32K 0.44% 53
2024
Q2
$1.02M Buy
1,259
+50
+4% +$40.5K 0.44% 50
2024
Q1
$799K Hold
1,209
0.38% 54
2023
Q4
$799K Buy
+1,209
New +$799K 0.38% 54