Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
1,339
-164
-11% -$162K 0.49% 28
2025
Q1
$1.42M Sell
1,503
-47
-3% -$44.4K 0.56% 25
2024
Q4
$1.42M Sell
1,550
-44
-3% -$40.3K 0.55% 26
2024
Q3
$1.41M Buy
1,594
+2
+0.1% +$1.77K 0.58% 25
2024
Q2
$1.35M Buy
1,592
+31
+2% +$26.4K 0.59% 26
2024
Q1
$1.14M Buy
1,561
+2
+0.1% +$1.47K 0.51% 26
2023
Q4
$1.03M Buy
+1,559
New +$1.03M 0.49% 27