Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Buy
22,779
+103
+0.5% +$7.8K 0.04% 173
2025
Q1
$1.43M Sell
22,676
-3,352
-13% -$211K 0.04% 173
2024
Q4
$1.57M Buy
26,028
+958
+4% +$57.7K 0.04% 171
2024
Q3
$1.47M Buy
25,070
+1,931
+8% +$114K 0.04% 182
2024
Q2
$1.25M Sell
23,139
-2,107
-8% -$114K 0.03% 190
2024
Q1
$1.46M Buy
25,246
+11,738
+87% +$677K 0.04% 174
2023
Q4
$647K Buy
+13,508
New +$647K 0.02% 223