Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
3,458
-274
-7% -$97.8K 0.29% 58
2025
Q1
$1.01M Sell
3,732
-284
-7% -$77.2K 0.28% 54
2024
Q4
$1.33M Buy
4,016
+63
+2% +$20.9K 0.38% 43
2024
Q3
$1.31M Sell
3,953
-79
-2% -$26.2K 0.49% 30
2024
Q2
$1.26M Buy
4,032
+329
+9% +$103K 0.65% 23
2024
Q1
$1.16M Sell
3,703
-692
-16% -$216K 1.07% 13
2023
Q4
$1.06M Buy
+4,395
New +$1.06M 1.2% 7