Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
17,763
+323
+2% +$31.6K 0.11% 76
2025
Q1
$1.53M Sell
17,440
-35
-0.2% -$3.07K 0.1% 73
2024
Q4
$1.58M Buy
17,475
+1,281
+8% +$116K 0.11% 75
2024
Q3
$1.31M Buy
16,194
+1,496
+10% +$121K 0.09% 78
2024
Q2
$995K Sell
14,698
-74
-0.5% -$5.01K 0.08% 77
2024
Q1
$889K Buy
14,772
+2,211
+18% +$133K 0.07% 92
2023
Q4
$660K Sell
12,561
-6
-0% -$315 0.05% 97
2023
Q3
$670K Buy
12,567
+2,595
+26% +$138K 0.06% 88
2023
Q2
$523K Sell
9,972
-3,081
-24% -$161K 0.04% 103
2023
Q1
$642K Buy
+13,053
New +$642K 0.07% 94