Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.18M Sell
5,211
-175
-3% -$140K 0.03% 154
2025
Q1
$3.57M Buy
5,386
+281
+6% +$186K 0.03% 170
2024
Q4
$3.54M Sell
5,105
-272
-5% -$189K 0.02% 178
2024
Q3
$4.48M Buy
5,377
+395
+8% +$329K 0.03% 146
2024
Q2
$5.1M Buy
4,982
+1,612
+48% +$1.65M 0.05% 144
2024
Q1
$3.27M Sell
3,370
-1,148
-25% -$1.11M 0.03% 170
2023
Q4
$3.42M Buy
4,518
+1,038
+30% +$786K 0.03% 171
2023
Q3
$2.05M Sell
3,480
-156
-4% -$91.8K 0.02% 205
2023
Q2
$2.64M Sell
3,636
-242
-6% -$175K 0.02% 219
2023
Q1
$2.64M Sell
3,878
-3
-0.1% -$2.04K 0.03% 237
2022
Q4
$2.12M Buy
+3,881
New +$2.12M 0.02% 277