Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
7,397
-1,125
-13% -$178K 0.02% 570
2025
Q1
$1.4M Buy
8,522
+905
+12% +$148K 0.03% 507
2024
Q4
$1.63M Sell
7,617
-535
-7% -$115K 0.03% 461
2024
Q3
$1.16M Sell
8,152
-108
-1% -$15.4K 0.03% 531
2024
Q2
$1.31M Sell
8,260
-660
-7% -$105K 0.03% 500
2024
Q1
$1.23M Buy
8,920
+1,017
+13% +$140K 0.03% 516
2023
Q4
$972K Sell
7,903
-602
-7% -$74.1K 0.03% 547
2023
Q3
$781K Buy
8,505
+19
+0.2% +$1.74K 0.03% 548
2023
Q2
$664K Buy
8,486
+1,576
+23% +$123K 0.02% 562
2023
Q1
$690K Buy
6,910
+3,769
+120% +$376K 0.03% 558
2022
Q4
$241K Buy
+3,141
New +$241K 0.01% 774