Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
53,416
-1,214
-2% -$25.4K 0.35% 77
2025
Q1
$1.31M Buy
54,630
+58
+0.1% +$1.39K 0.45% 70
2024
Q4
$1.17M Buy
54,572
+542
+1% +$11.6K 0.39% 74
2024
Q3
$1.25M Sell
54,030
-505
-0.9% -$11.7K 0.43% 70
2024
Q2
$991K Sell
54,535
-934
-2% -$17K 0.38% 75
2024
Q1
$1.04M Buy
55,469
+85
+0.2% +$1.6K 0.4% 81
2023
Q4
$1.19M Sell
55,384
-1,723
-3% -$37.1K 0.46% 70
2023
Q3
$1.15M Buy
+57,107
New +$1.15M 0.46% 73