Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
3,697
+34
+0.9% +$13.5K 0.94% 26
2025
Q1
$1.36M Buy
3,663
+130
+4% +$48.4K 1% 27
2024
Q4
$1.27M Buy
3,533
+40
+1% +$14.4K 0.9% 30
2024
Q3
$1.26M Buy
3,493
+11
+0.3% +$3.97K 0.95% 27
2024
Q2
$1.18M Sell
3,482
-2
-0.1% -$681 0.89% 27
2024
Q1
$1.25M Sell
3,484
-223
-6% -$79.8K 0.95% 26
2023
Q4
$1.11M Buy
+3,707
New +$1.11M 0.92% 29