Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
5,705
-15
-0.3% -$2.75K 0.1% 151
2025
Q1
$1.01M Sell
5,720
-50
-0.9% -$8.79K 0.1% 147
2024
Q4
$1.08M Buy
5,770
+175
+3% +$32.8K 0.11% 145
2024
Q3
$1.07M Buy
5,595
+50
+0.9% +$9.59K 0.1% 149
2024
Q2
$1M Sell
5,545
-38
-0.7% -$6.86K 0.11% 147
2024
Q1
$989K Buy
+5,583
New +$989K 0.1% 148