Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
44,603
-2,988
-6% -$86.5K 0.19% 107
2025
Q1
$1.35M Buy
47,591
+939
+2% +$26.6K 0.21% 103
2024
Q4
$1.06M Buy
46,652
+171
+0.4% +$3.89K 0.16% 115
2024
Q3
$1.02M Buy
46,481
+26,670
+135% +$587K 0.16% 119
2024
Q2
$379K Buy
19,811
+1,988
+11% +$38K 0.07% 178
2024
Q1
$314K Buy
17,823
+10,742
+152% +$189K 0.06% 206
2023
Q4
$119K Sell
7,081
-7,960
-53% -$134K 0.02% 354
2023
Q3
$226K Buy
15,041
+493
+3% +$7.41K 0.06% 207
2023
Q2
$232K Buy
14,548
+203
+1% +$3.24K 0.06% 205
2023
Q1
$276K Buy
14,345
+283
+2% +$5.45K 0.07% 191
2022
Q4
$259K Sell
14,062
-835
-6% -$15.4K 0.07% 181
2022
Q3
$229K Buy
+14,897
New +$229K 0.07% 189