Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.86M Buy
9,701
+62
+0.6% +$18.3K 0.26% 37
2025
Q1
$2.4M Buy
9,639
+76
+0.8% +$18.9K 0.25% 40
2024
Q4
$2.1M Sell
9,563
-790
-8% -$174K 0.2% 45
2024
Q3
$2.29M Sell
10,353
-42
-0.4% -$9.29K 0.22% 41
2024
Q2
$1.8M Sell
10,395
-194
-2% -$33.6K 0.18% 44
2024
Q1
$2.02M Buy
10,589
+212
+2% +$40.5K 0.21% 42
2023
Q4
$1.7M Buy
+10,377
New +$1.7M 0.19% 48