Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Sell
15,311
-526
-3% -$42.8K 0.38% 72
2025
Q1
$1.42M Sell
15,837
-1,460
-8% -$131K 0.49% 58
2024
Q4
$1.72M Buy
17,297
+1,129
+7% +$113K 0.6% 49
2024
Q3
$1.84M Buy
16,168
+262
+2% +$29.8K 0.67% 42
2024
Q2
$1.97M Buy
15,906
+45
+0.3% +$5.57K 0.76% 34
2024
Q1
$2.09M Buy
+15,861
New +$2.09M 0.86% 34