Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
54,506
-26
-0% -$752 0.32% 63
2025
Q1
$1.54M Sell
54,532
-4,192
-7% -$119K 0.33% 54
2024
Q4
$1.34M Sell
58,724
-2,494
-4% -$56.8K 0.28% 65
2024
Q3
$1.35M Sell
61,218
-1,993
-3% -$43.8K 0.3% 64
2024
Q2
$1.21M Buy
63,211
+479
+0.8% +$9.15K 0.29% 65
2024
Q1
$1.1M Buy
62,732
+1,417
+2% +$24.9K 0.27% 71
2023
Q4
$1.03M Buy
+61,315
New +$1.03M 0.25% 77