Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Sell
17,576
-1,019
-5% -$93.5K 0.02% 230
2025
Q1
$1.64M Buy
18,595
+471
+3% +$41.4K 0.03% 209
2024
Q4
$1.68M Buy
18,124
+170
+0.9% +$15.7K 0.03% 205
2024
Q3
$1.67M Sell
17,954
-2,206
-11% -$205K 0.03% 200
2024
Q2
$1.51M Sell
20,160
-6,161
-23% -$462K 0.03% 196
2024
Q1
$2.27M Buy
26,321
+626
+2% +$54K 0.04% 140
2023
Q4
$1.78M Buy
25,695
+6,210
+32% +$429K 0.04% 160
2023
Q3
$1.07M Buy
19,485
+40
+0.2% +$2.19K 0.03% 193
2023
Q2
$1.08M Buy
19,445
+7,937
+69% +$442K 0.02% 191
2023
Q1
$585K Sell
11,508
-717
-6% -$36.5K 0.01% 272
2022
Q4
$486K Buy
+12,225
New +$486K 0.01% 287