Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
3,879
-20
-0.5% -$7.1K 1.39% 21
2025
Q1
$1.37M Sell
3,899
-25
-0.6% -$8.76K 1.49% 19
2024
Q4
$1.24M Sell
3,924
-110
-3% -$34.8K 1.3% 23
2024
Q3
$1.11M Sell
4,034
-25
-0.6% -$6.87K 1.13% 25
2024
Q2
$1.07M Buy
4,059
+245
+6% +$64.3K 1.07% 23
2024
Q1
$1.06M Buy
3,814
+70
+2% +$19.5K 1.12% 23
2023
Q4
$1.03M Buy
+3,744
New +$1.03M 1.21% 21