Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
6,645
-25
-0.4% -$3.81K 0.06% 228
2025
Q1
$980K Sell
6,670
-16
-0.2% -$2.35K 0.06% 215
2024
Q4
$863K Buy
6,686
+6
+0.1% +$775 0.06% 233
2024
Q3
$913K Sell
6,680
-3,312
-33% -$453K 0.06% 226
2024
Q2
$1.02M Sell
9,992
-1,952
-16% -$199K 0.08% 209
2024
Q1
$1.06M Buy
11,944
+2,682
+29% +$238K 0.09% 191
2023
Q4
$847K Buy
9,262
+64
+0.7% +$5.85K 0.08% 199
2023
Q3
$720K Buy
9,198
+4,049
+79% +$317K 0.08% 196
2023
Q2
$431K Sell
5,149
-23
-0.4% -$1.93K 0.05% 228
2023
Q1
$455K Sell
5,172
-21
-0.4% -$1.85K 0.05% 225
2022
Q4
$521K Buy
+5,193
New +$521K 0.06% 211