Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Buy
6,380
+15
+0.2% +$5.33K 0.64% 48
2025
Q1
$2.23M Sell
6,365
-752
-11% -$264K 0.69% 48
2024
Q4
$2.25M Buy
7,117
+155
+2% +$49K 0.73% 44
2024
Q3
$1.91M Sell
6,962
-4
-0.1% -$1.1K 0.63% 48
2024
Q2
$1.83M Buy
6,966
+305
+5% +$80.1K 0.66% 46
2024
Q1
$1.86M Sell
6,661
-286
-4% -$79.8K 0.75% 41
2023
Q4
$1.81M Buy
6,947
+1,786
+35% +$465K 0.85% 41
2023
Q3
$1.19M Buy
5,161
+441
+9% +$101K 0.66% 49
2023
Q2
$1.12M Buy
4,720
+482
+11% +$114K 0.64% 49
2023
Q1
$955K Buy
+4,238
New +$955K 0.62% 50