Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Buy
38,523
+2,108
+6% +$148K 0.45% 71
2025
Q1
$2.67M Sell
36,415
-12,801
-26% -$938K 0.52% 60
2024
Q4
$3.08M Buy
49,216
+1,337
+3% +$83.8K 0.58% 58
2024
Q3
$3.16M Buy
47,879
+1,435
+3% +$94.6K 0.6% 62
2024
Q2
$3.35M Buy
46,444
+644
+1% +$46.5K 0.69% 52
2024
Q1
$3.07M Sell
45,800
-9,335
-17% -$626K 0.65% 57
2023
Q4
$3.63M Buy
55,135
+608
+1% +$40K 0.85% 51
2023
Q3
$3.51M Buy
54,527
+210
+0.4% +$13.5K 0.93% 41
2023
Q2
$3.28M Buy
54,317
+11,867
+28% +$717K 0.8% 48
2023
Q1
$2.44M Buy
+42,450
New +$2.44M 0.63% 63