Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
7,114
+10
+0.1% +$2.54K 0.83% 23
2025
Q1
$993K Sell
7,104
-31
-0.4% -$4.33K 0.49% 41
2024
Q4
$1.19M Sell
7,135
-508
-7% -$84.7K 0.58% 36
2024
Q3
$1.3M Buy
7,643
+15
+0.2% +$2.56K 0.64% 33
2024
Q2
$1.08M Sell
7,628
-509
-6% -$71.9K 0.57% 37
2024
Q1
$1.02M Sell
8,137
-65
-0.8% -$8.17K 0.53% 43
2023
Q4
$865K Sell
8,202
-1,681
-17% -$177K 0.49% 52
2023
Q3
$1.05M Hold
9,883
0.65% 35
2023
Q2
$1.16M Buy
+9,883
New +$1.16M 0.69% 33