Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
3,719
+21
+0.6% +$7.5K 0.21% 95
2025
Q1
$1.01M Sell
3,698
-141
-4% -$38.3K 0.18% 104
2024
Q4
$1.27M Buy
3,839
+82
+2% +$27.2K 0.22% 91
2024
Q3
$1.25M Sell
3,757
-489
-12% -$162K 0.22% 101
2024
Q2
$1.33M Buy
4,246
+207
+5% +$64.9K 0.24% 95
2024
Q1
$1.26M Buy
4,039
+1,020
+34% +$319K 0.23% 94
2023
Q4
$813K Buy
3,019
+419
+16% +$113K 0.18% 92
2023
Q3
$579K Buy
2,600
+540
+26% +$120K 0.14% 97
2023
Q2
$450K Buy
+2,060
New +$450K 0.1% 107
2020
Q2
Sell
-8,031
Closed -$624K 223
2020
Q1
$624K Buy
8,031
+4,760
+146% +$370K 0.18% 84
2019
Q4
$310K Buy
+3,271
New +$310K 0.07% 124