Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
21,237
-61
-0.3% -$5.01K 0.04% 171
2025
Q1
$1.93M Sell
21,298
-673
-3% -$60.9K 0.05% 144
2024
Q4
$2.17M Buy
21,971
+2,281
+12% +$226K 0.05% 142
2024
Q3
$2.25M Sell
19,690
-483
-2% -$55.2K 0.05% 146
2024
Q2
$2.51M Sell
20,173
-1,233
-6% -$153K 0.07% 127
2024
Q1
$2.84M Buy
21,406
+3,149
+17% +$417K 0.08% 120
2023
Q4
$2.15M Buy
+18,257
New +$2.15M 0.07% 131