Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.08M Sell
143,758
-1,348
-0.9% -$85.1K 0.09% 144
2025
Q1
$9.98M Buy
145,106
+126,965
+700% +$8.73M 0.11% 133
2024
Q4
$1.07M Sell
18,141
-1,666
-8% -$98.1K 0.01% 275
2024
Q3
$1.27M Sell
19,807
-220
-1% -$14.1K 0.02% 267
2024
Q2
$1.03M Sell
20,027
-270
-1% -$13.8K 0.01% 268
2024
Q1
$884K Sell
20,297
-340
-2% -$14.8K 0.01% 286
2023
Q4
$1.03M Buy
20,637
+3,927
+24% +$196K 0.01% 291
2023
Q3
$704K Buy
16,710
+2,662
+19% +$112K 0.01% 335
2023
Q2
$664K Buy
14,048
+1,519
+12% +$71.8K 0.01% 329
2023
Q1
$543K Buy
12,529
+4,694
+60% +$203K 0.01% 282
2022
Q4
$353K Buy
+7,835
New +$353K 0.01% 323