Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.36M Sell
7,990
-157
-2% -$46.3K 1.26% 22
2025
Q1
$2.03M Buy
8,147
+105
+1% +$26.1K 1.2% 22
2024
Q4
$1.77M Sell
8,042
-170
-2% -$37.4K 1.12% 25
2024
Q3
$1.82M Sell
8,212
-1
-0% -$221 1.19% 23
2024
Q2
$1.42M Sell
8,213
-245
-3% -$42.4K 1.05% 30
2024
Q1
$1.62M Sell
8,458
-355
-4% -$67.8K 1.25% 25
2023
Q4
$1.44M Buy
+8,813
New +$1.44M 1.18% 26