Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.31M Buy
19,631
+1,270
+7% +$279K 0.27% 49
2025
Q1
$3.49M Sell
18,361
-512
-3% -$97.4K 0.23% 50
2024
Q4
$4.14M Sell
18,873
-118
-0.6% -$25.9K 0.28% 43
2024
Q3
$3.54M Buy
18,991
+1,667
+10% +$311K 0.24% 44
2024
Q2
$3.35M Sell
17,324
-1,149
-6% -$222K 0.27% 44
2024
Q1
$3.33M Buy
18,473
+4,596
+33% +$829K 0.24% 46
2023
Q4
$2.11M Buy
13,877
+1,116
+9% +$170K 0.17% 54
2023
Q3
$1.62M Buy
12,761
+619
+5% +$78.7K 0.15% 59
2023
Q2
$1.58M Sell
12,142
-643
-5% -$83.8K 0.13% 62
2023
Q1
$1.33M Buy
+12,785
New +$1.33M 0.15% 66