Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
20,104
+207
+1% +$25K 0.69% 44
2025
Q1
$2.32M Buy
19,897
+889
+5% +$104K 0.72% 43
2024
Q4
$2.28M Sell
19,008
-1,494
-7% -$179K 0.73% 43
2024
Q3
$2.18M Buy
20,502
+725
+4% +$77.1K 0.71% 44
2024
Q2
$1.87M Sell
19,777
-290
-1% -$27.4K 0.63% 43
2024
Q1
$2.22M Sell
20,067
-707
-3% -$78.2K 0.76% 41
2023
Q4
$1.8M Buy
20,774
+428
+2% +$37.1K 0.69% 42
2023
Q3
$1.43M Buy
+20,346
New +$1.43M 0.58% 47