Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.24M Sell
45,431
-1,242
-3% -$116K 0.72% 50
2025
Q1
$3.4M Buy
46,673
+890
+2% +$64.8K 0.62% 58
2024
Q4
$2.76M Sell
45,783
-458
-1% -$27.6K 0.51% 62
2024
Q3
$3.48M Sell
46,241
-1,272
-3% -$95.6K 0.63% 55
2024
Q2
$3.03M Buy
47,513
+328
+0.7% +$20.9K 0.59% 59
2024
Q1
$3.63M Buy
47,185
+7,596
+19% +$585K 0.74% 52
2023
Q4
$2.44M Buy
+39,589
New +$2.44M 0.62% 56