Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
14,116
-1,631
-10% -$121K 0.03% 388
2025
Q1
$1.07M Sell
15,747
-33,390
-68% -$2.26M 0.03% 327
2024
Q4
$3.04M Buy
49,137
+992
+2% +$61.5K 0.09% 186
2024
Q3
$3.13M Buy
48,145
+1,159
+2% +$75.5K 0.1% 180
2024
Q2
$2.52M Buy
46,986
+2,354
+5% +$126K 0.07% 241
2024
Q1
$2.36M Sell
44,632
-3,629
-8% -$192K 0.07% 268
2023
Q4
$2.11M Buy
48,261
+5,305
+12% +$231K 0.07% 268
2023
Q3
$1.89M Buy
42,956
+58
+0.1% +$2.56K 0.07% 272
2023
Q2
$1.92M Buy
42,898
+3,934
+10% +$176K 0.06% 282
2023
Q1
$1.73M Sell
38,964
-459
-1% -$20.4K 0.06% 283
2022
Q4
$1.63M Buy
+39,423
New +$1.63M 0.06% 294