Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.37M Sell
36,723
-647
-2% -$59.4K 0.96% 41
2025
Q1
$3.29M Sell
37,370
-725
-2% -$63.8K 0.99% 34
2024
Q4
$3.52M Sell
38,095
-773
-2% -$71.5K 1.09% 26
2024
Q3
$3.6M Sell
38,868
-802
-2% -$74.4K 1.14% 26
2024
Q2
$2.97M Buy
+39,670
New +$2.97M 1.09% 30