Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.46M Sell
9,757
-115
-1% -$40.8K 1.05% 22
2025
Q1
$3.46M Sell
9,872
-33
-0.3% -$11.6K 1.2% 19
2024
Q4
$3.06M Buy
9,905
+295
+3% +$91.2K 1.06% 21
2024
Q3
$2.64M Buy
9,610
+208
+2% +$57.2K 0.97% 28
2024
Q2
$2.47M Buy
9,402
+440
+5% +$115K 0.96% 26
2024
Q1
$2.5M Buy
+8,962
New +$2.5M 1.03% 26