Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
18,271
+2,049
+13% +$217K 0.03% 376
2025
Q1
$1.56M Sell
16,222
-1,821
-10% -$175K 0.02% 408
2024
Q4
$1.71M Sell
18,043
-5,619
-24% -$534K 0.02% 403
2024
Q3
$1.81M Buy
23,662
+3,873
+20% +$296K 0.03% 380
2024
Q2
$1.19M Buy
19,789
+3,937
+25% +$236K 0.02% 470
2024
Q1
$1.08M Sell
15,852
-398
-2% -$27.2K 0.03% 256
2023
Q4
$951K Sell
16,250
-175
-1% -$10.2K 0.03% 268
2023
Q3
$964K Buy
16,425
+803
+5% +$47.1K 0.03% 201
2023
Q2
$1.18M Sell
15,622
-1,942
-11% -$147K 0.04% 186
2023
Q1
$1.17M Buy
+17,564
New +$1.17M 0.04% 194