Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
54,289
+1,044
+2% +$35.7K 0.02% 779
2025
Q1
$1.64M Sell
53,245
-1,044
-2% -$32.2K 0.02% 835
2024
Q4
$1.72M Sell
54,289
-1,901
-3% -$60.1K 0.02% 844
2024
Q3
$1.84M Sell
56,190
-1,524
-3% -$49.9K 0.02% 819
2024
Q2
$1.53M Sell
57,714
-7,171
-11% -$190K 0.02% 899
2024
Q1
$1.84M Buy
+64,885
New +$1.84M 0.02% 849