Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Sell
7,423
-6
-0.1% -$1.35K 0.61% 24
2025
Q1
$1.39M Sell
7,429
-353
-5% -$65.8K 0.56% 23
2024
Q4
$1.83M Buy
7,782
+79
+1% +$18.6K 0.7% 23
2024
Q3
$1.44M Buy
7,703
+172
+2% +$32.3K 0.56% 23
2024
Q2
$1.51M Buy
7,531
+8
+0.1% +$1.6K 0.66% 21
2024
Q1
$1.38M Sell
7,523
-115
-2% -$21.1K 0.65% 19
2023
Q4
$1.29M Sell
7,638
-275
-3% -$46.4K 0.62% 20
2023
Q3
$1.03M Sell
7,913
-200
-2% -$26K 0.54% 18
2023
Q2
$1.09M Sell
8,113
-2
-0% -$269 0.55% 20
2023
Q1
$834K Buy
8,115
+8
+0.1% +$822 0.43% 28
2022
Q4
$781K Buy
8,107
+42
+0.5% +$4.05K 0.37% 33
2022
Q3
$813K Buy
+8,065
New +$813K 0.4% 31