Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
8,986
+56
+0.6% +$19.9K 0.37% 11
2025
Q1
$3.13M Sell
8,930
-28
-0.3% -$9.81K 1.55% 13
2024
Q4
$2.83M Sell
8,958
-76
-0.8% -$24K 1.38% 19
2024
Q3
$2.48M Buy
9,034
+130
+1% +$35.7K 1.31% 17
2024
Q2
$2.34M Buy
8,904
+344
+4% +$90.3K 1.29% 16
2024
Q1
$2.38M Buy
8,560
+2,496
+41% +$695K 1.67% 19
2023
Q4
$1.58M Sell
6,064
-324
-5% -$84.4K 1.39% 27
2023
Q3
$1.47M Buy
+6,388
New +$1.47M 1.45% 16