Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
31,582
-2,130
-6% -$76K 0.6% 44
2025
Q1
$1.24M Buy
33,712
+30
+0.1% +$1.11K 0.74% 39
2024
Q4
$1.26M Sell
33,682
-1,118
-3% -$42K 0.8% 37
2024
Q3
$1.45M Buy
34,800
+1,065
+3% +$44.5K 0.95% 35
2024
Q2
$1.32M Sell
33,735
-515
-2% -$20.2K 0.98% 32
2024
Q1
$1.48M Sell
34,250
-785
-2% -$34K 1.15% 31
2023
Q4
$1.54M Buy
+35,035
New +$1.54M 1.26% 25