Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
146
+1
+0.7% +$7.39K 0.3% 38
2025
Q1
$1.05M Sell
145
-91
-39% -$659K 0.33% 36
2024
Q4
$1.93M Hold
236
0.61% 24
2024
Q3
$2.32M Hold
236
0.74% 20
2024
Q2
$1.79M Hold
236
0.62% 23
2024
Q1
$1.91M Buy
236
+42
+22% +$340K 0.67% 22
2023
Q4
$1.36M Buy
+194
New +$1.36M 0.53% 27