Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18M Sell
1,712
-14
-0.8% -$17.9K 0.67% 46
2025
Q1
$1.61M Sell
1,726
-46
-3% -$42.9K 0.56% 53
2024
Q4
$1.47M Sell
1,772
-3
-0.2% -$2.49K 0.51% 59
2024
Q3
$1.26M Sell
1,775
-61
-3% -$43.3K 0.46% 66
2024
Q2
$1.24M Buy
1,836
+183
+11% +$124K 0.48% 59
2024
Q1
$1M Buy
+1,653
New +$1M 0.41% 71