Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.2M Sell
17,624
-1
-0% -$295 0.02% 264
2025
Q1
$4.38M Buy
17,625
+64
+0.4% +$15.9K 0.02% 268
2024
Q4
$3.86M Buy
17,561
+315
+2% +$69.2K 0.02% 285
2024
Q3
$3.81M Buy
17,246
+1,586
+10% +$351K 0.02% 298
2024
Q2
$2.71M Sell
15,660
-2,034
-11% -$352K 0.02% 330
2024
Q1
$3.38M Sell
17,694
-5,623
-24% -$1.07M 0.02% 307
2023
Q4
$3.81M Buy
23,317
+826
+4% +$135K 0.02% 300
2023
Q3
$3.16M Sell
22,491
-6,477
-22% -$909K 0.02% 322
2023
Q2
$3.88M Sell
28,968
-789
-3% -$106K 0.03% 294
2023
Q1
$3.9M Buy
29,757
+3,503
+13% +$459K 0.03% 295
2022
Q4
$3.7M Buy
+26,254
New +$3.7M 0.03% 302