Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
4,545
-28
-0.6% -$8.9K 0.09% 83
2025
Q1
$1.19M Buy
4,573
+82
+2% +$21.3K 0.08% 88
2024
Q4
$1.81M Sell
4,491
-958
-18% -$387K 0.12% 69
2024
Q3
$1.43M Buy
5,449
+3,621
+198% +$947K 0.1% 73
2024
Q2
$362K Sell
1,828
-4,381
-71% -$867K 0.03% 135
2024
Q1
$1.09M Buy
6,209
+207
+3% +$36.4K 0.08% 81
2023
Q4
$1.49M Buy
6,002
+1,878
+46% +$467K 0.12% 67
2023
Q3
$1.03M Sell
4,124
-1,794
-30% -$449K 0.09% 74
2023
Q2
$1.55M Buy
5,918
+12
+0.2% +$3.14K 0.13% 63
2023
Q1
$1.23M Buy
+5,906
New +$1.23M 0.13% 71