Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Sell
9,582
-13
-0.1% -$2.41K 0.95% 29
2025
Q1
$2.01M Buy
9,595
+1,085
+13% +$227K 1.19% 23
2024
Q4
$1.51M Sell
8,510
-10
-0.1% -$1.78K 0.95% 31
2024
Q3
$1.68M Buy
8,520
+170
+2% +$33.6K 1.1% 27
2024
Q2
$1.43M Buy
8,350
+130
+2% +$22.3K 1.06% 29
2024
Q1
$1.5M Sell
8,220
-204
-2% -$37.1K 1.16% 30
2023
Q4
$1.31M Buy
+8,424
New +$1.31M 1.07% 31