Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
18,883
+132
+0.7% +$12.3K 0.09% 182
2025
Q1
$1.37M Buy
18,751
+487
+3% +$35.5K 0.08% 219
2024
Q4
$1.1M Sell
18,264
-199
-1% -$12K 0.06% 246
2024
Q3
$1.39M Buy
18,463
+3,373
+22% +$254K 0.07% 213
2024
Q2
$1.1M Sell
15,090
-124
-0.8% -$9.01K 0.08% 208
2024
Q1
$1.17M Sell
15,214
-3
-0% -$231 0.08% 201
2023
Q4
$937K Buy
15,217
+855
+6% +$52.6K 0.07% 220
2023
Q3
$661K Buy
14,362
+55
+0.4% +$2.53K 0.06% 256
2023
Q2
$618K Buy
14,307
+13
+0.1% +$561 0.05% 282
2023
Q1
$453K Buy
14,294
+1,428
+11% +$45.3K 0.04% 329
2022
Q4
$318K Buy
+12,866
New +$318K 0.03% 398