Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Sell
32,453
-36
-0.1% -$2.85K 1.37% 18
2025
Q1
$2.92M Buy
32,489
+11,310
+53% +$1.02M 1.73% 15
2024
Q4
$2.11M Buy
21,179
+115
+0.5% +$11.4K 1.33% 19
2024
Q3
$2.39M Buy
21,064
+233
+1% +$26.5K 1.57% 14
2024
Q2
$2.58M Buy
20,831
+214
+1% +$26.5K 1.91% 12
2024
Q1
$2.72M Sell
20,617
-775
-4% -$102K 2.1% 10
2023
Q4
$2.33M Buy
+21,392
New +$2.33M 1.91% 10