Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
20,890
-65
-0.3% -$5.25K 0.07% 244
2025
Q1
$1.71M Buy
20,955
+1,386
+7% +$113K 0.07% 253
2024
Q4
$1.43M Sell
19,569
-781
-4% -$57K 0.11% 231
2024
Q3
$1.21M Sell
20,350
-1,776
-8% -$106K 0.09% 260
2024
Q2
$1.13M Sell
22,126
-1,369
-6% -$70K 0.09% 255
2024
Q1
$1.26M Buy
23,495
+148
+0.6% +$7.94K 0.11% 250
2023
Q4
$1.13M Sell
23,347
-870
-4% -$42.2K 0.11% 237
2023
Q3
$1.05M Sell
24,217
-798
-3% -$34.6K 0.12% 221
2023
Q2
$1.24M Buy
+25,015
New +$1.24M 0.14% 205