Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
7,658
-562
-7% -$88.1K 0.03% 352
2025
Q1
$1.06M Sell
8,220
-25
-0.3% -$3.23K 0.02% 364
2024
Q4
$1.18M Sell
8,245
-740
-8% -$106K 0.03% 333
2024
Q3
$1.34M Sell
8,985
-508
-5% -$76K 0.03% 323
2024
Q2
$1.23M Buy
9,493
+2,401
+34% +$311K 0.03% 328
2024
Q1
$967K Buy
7,092
+45
+0.6% +$6.13K 0.02% 378
2023
Q4
$841K Buy
7,047
+120
+2% +$14.3K 0.03% 336
2023
Q3
$678K Buy
6,927
+1,265
+22% +$124K 0.03% 344
2023
Q2
$528K Buy
5,662
+170
+3% +$15.8K 0.02% 369
2023
Q1
$474K Buy
5,492
+165
+3% +$14.2K 0.03% 371
2022
Q4
$432K Buy
5,327
+550
+12% +$44.6K 0.03% 377
2022
Q3
$312K Buy
+4,777
New +$312K 0.03% 416