Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.59M Buy
39,267
+1,863
+5% +$218K 0.51% 54
2025
Q1
$3.82M Buy
37,404
+12,867
+52% +$1.31M 0.48% 55
2024
Q4
$2.35M Sell
24,537
-1,350
-5% -$129K 0.28% 74
2024
Q3
$2.45M Sell
25,887
-317
-1% -$30K 0.31% 73
2024
Q2
$2.44M Buy
26,204
+419
+2% +$39.1K 0.33% 68
2024
Q1
$2.24M Sell
25,785
-43
-0.2% -$3.74K 0.32% 71
2023
Q4
$1.92M Buy
25,828
+1,595
+7% +$119K 0.32% 73
2023
Q3
$1.52M Buy
24,233
+498
+2% +$31.2K 0.29% 78
2023
Q2
$1.51M Buy
+23,735
New +$1.51M 0.29% 84