Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$676K Hold
8,541
0.21% 76
2025
Q1
$767K Sell
8,541
-451
-5% -$40.5K 0.25% 70
2024
Q4
$895K Hold
8,992
0.27% 65
2024
Q3
$1.02M Buy
8,992
+38
+0.4% +$4.32K 0.31% 65
2024
Q2
$1.11M Buy
8,954
+38
+0.4% +$4.7K 0.36% 60
2024
Q1
$1.18M Buy
8,916
+41
+0.5% +$5.41K 0.38% 61
2023
Q4
$968K Sell
8,875
-511
-5% -$55.7K 0.33% 64
2023
Q3
$966K Sell
9,386
-5
-0.1% -$515 0.37% 62
2023
Q2
$1.08M Buy
9,391
+39
+0.4% +$4.5K 0.4% 57
2023
Q1
$995K Sell
9,352
-902
-9% -$96K 0.39% 62
2022
Q4
$1.14M Buy
+10,254
New +$1.14M 0.47% 57