Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
7,723
+104
+1% +$15.8K 0.27% 65
2025
Q1
$1.12M Sell
7,619
-84
-1% -$12.3K 0.27% 66
2024
Q4
$994K Buy
7,703
+1
+0% +$129 0.25% 68
2024
Q3
$1.05M Sell
7,702
-761
-9% -$104K 0.25% 69
2024
Q2
$865K Sell
8,463
-1,664
-16% -$170K 0.22% 73
2024
Q1
$898K Sell
10,127
-235
-2% -$20.8K 0.23% 68
2023
Q4
$947K Sell
10,362
-286
-3% -$26.1K 0.25% 64
2023
Q3
$834K Buy
10,648
+93
+0.9% +$7.28K 0.24% 63
2023
Q2
$883K Buy
+10,555
New +$883K 0.26% 58