Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.54M Sell
16,667
-44
-0.3% -$6.7K 0.83% 35
2025
Q1
$2.45M Buy
16,711
+11
+0.1% +$1.62K 0.8% 36
2024
Q4
$2.16M Buy
16,700
+96
+0.6% +$12.4K 0.72% 38
2024
Q3
$2.27M Sell
16,604
-231
-1% -$31.6K 0.74% 35
2024
Q2
$1.72M Sell
16,835
-131
-0.8% -$13.4K 0.61% 51
2024
Q1
$1.51M Buy
16,966
+552
+3% +$49K 0.54% 54
2023
Q4
$1.5M Sell
16,414
-500
-3% -$45.7K 0.6% 50
2023
Q3
$1.32M Buy
16,914
+537
+3% +$42K 0.57% 55
2023
Q2
$1.37M Buy
16,377
+138
+0.8% +$11.6K 0.58% 55
2023
Q1
$1.43M Buy
+16,239
New +$1.43M 0.61% 55