Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
3,136
-1,482
-32% -$706K 0.03% 319
2025
Q1
$1.69M Buy
4,618
+605
+15% +$222K 0.04% 287
2024
Q4
$1.62M Buy
4,013
+1,196
+42% +$483K 0.04% 287
2024
Q3
$1.42M Sell
2,817
-101
-3% -$51K 0.03% 312
2024
Q2
$1.26M Sell
2,918
-1,272
-30% -$547K 0.03% 320
2024
Q1
$1.59M Sell
4,190
-270
-6% -$102K 0.04% 293
2023
Q4
$1.44M Sell
4,460
-17
-0.4% -$5.51K 0.06% 256
2023
Q3
$1.41M Buy
4,477
+3,540
+378% +$1.11M 0.06% 242
2023
Q2
$319K Sell
937
-10
-1% -$3.41K 0.02% 468
2023
Q1
$281K Buy
947
+62
+7% +$18.4K 0.02% 476
2022
Q4
$266K Buy
885
+83
+10% +$24.9K 0.02% 468
2022
Q3
$209K Buy
+802
New +$209K 0.02% 489