Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
2,174
-32
-1% -$15K 0.16% 110
2025
Q1
$1.03M Sell
2,206
-125
-5% -$58.2K 0.18% 101
2024
Q4
$976K Buy
2,331
+88
+4% +$36.8K 0.17% 106
2024
Q3
$1.07M Sell
2,243
-284
-11% -$135K 0.19% 109
2024
Q2
$1.11M Buy
2,527
+135
+6% +$59.2K 0.2% 111
2024
Q1
$1.11M Buy
2,392
+808
+51% +$375K 0.2% 99
2023
Q4
$635K Buy
1,584
+7
+0.4% +$2.8K 0.14% 105
2023
Q3
$630K Buy
1,577
+217
+16% +$86.7K 0.15% 93
2023
Q2
$519K Sell
1,360
-31
-2% -$11.8K 0.12% 92
2023
Q1
$511K Buy
+1,391
New +$511K 0.12% 104