Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.18M Buy
19,112
+62
+0.3% +$13.6K 2.23% 10
2025
Q1
$2.66M Sell
19,050
-5
-0% -$699 1.58% 17
2024
Q4
$3.18M Buy
19,055
+28
+0.1% +$4.67K 2% 12
2024
Q3
$3.24M Hold
19,027
2.13% 11
2024
Q2
$2.69M Sell
19,027
-255
-1% -$36K 1.99% 10
2024
Q1
$2.42M Sell
19,282
-880
-4% -$111K 1.87% 11
2023
Q4
$2.13M Buy
+20,162
New +$2.13M 1.74% 12