Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.94M Buy
86,435
+1,810
+2% +$145K 0.09% 76
2025
Q1
$6.8M Sell
84,625
-529
-0.6% -$42.5K 0.09% 77
2024
Q4
$8.06M Sell
85,154
-342
-0.4% -$32.4K 0.11% 74
2024
Q3
$8.56M Buy
85,496
+1,318
+2% +$132K 0.12% 77
2024
Q2
$7.66M Buy
84,178
+1,490
+2% +$136K 0.12% 71
2024
Q1
$9.01M Buy
82,688
+953
+1% +$104K 0.13% 63
2023
Q4
$9.72M Buy
81,735
+236
+0.3% +$28.1K 0.16% 62
2023
Q3
$8.68M Buy
81,499
+2,156
+3% +$230K 0.16% 62
2023
Q2
$7.17M Sell
79,343
-3,945
-5% -$356K 0.15% 52
2023
Q1
$6.53M Buy
+83,288
New +$6.53M 0.15% 56