Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
5,018
-16
-0.3% -$3.49K 0.26% 61
2025
Q1
$685K Sell
5,034
-211
-4% -$28.7K 0.19% 78
2024
Q4
$755K Sell
5,245
-44
-0.8% -$6.33K 0.22% 72
2024
Q3
$634K Buy
5,289
+48
+0.9% +$5.75K 0.24% 76
2024
Q2
$570K Sell
5,241
-343
-6% -$37.3K 0.29% 70
2024
Q1
$748K Sell
5,584
-1,303
-19% -$175K 0.69% 38
2023
Q4
$877K Buy
+6,887
New +$877K 0.99% 20