Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
11,625
+10
+0.1% +$1.52K 0.94% 30
2025
Q1
$1.71M Sell
11,615
-75
-0.6% -$11K 1.01% 31
2024
Q4
$1.51M Buy
11,690
+80
+0.7% +$10.3K 0.95% 32
2024
Q3
$1.59M Buy
11,610
+160
+1% +$21.9K 1.04% 31
2024
Q2
$1.17M Sell
11,450
-1,796
-14% -$184K 0.87% 35
2024
Q1
$1.17M Sell
13,246
-372
-3% -$33K 0.91% 37
2023
Q4
$1.24M Buy
+13,618
New +$1.24M 1.02% 32