Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
7,134
+67
+0.9% +$15.2K 0.87% 31
2025
Q1
$1.72M Buy
7,067
+15
+0.2% +$3.66K 1.02% 30
2024
Q4
$1.98M Buy
7,052
+10
+0.1% +$2.81K 1.25% 21
2024
Q3
$1.93M Buy
7,042
+109
+2% +$29.8K 1.26% 22
2024
Q2
$2.08M Buy
6,933
+88
+1% +$26.4K 1.54% 16
2024
Q1
$1.98M Sell
6,845
-169
-2% -$49K 1.53% 18
2023
Q4
$1.77M Buy
+7,014
New +$1.77M 1.45% 20