Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
5,244
+7
+0.1% +$1.5K 0.32% 64
2025
Q1
$995K Sell
5,237
-1,002
-16% -$190K 0.3% 65
2024
Q4
$1.47M Sell
6,239
-74
-1% -$17.4K 0.45% 42
2024
Q3
$1.19M Buy
6,313
+743
+13% +$140K 0.37% 52
2024
Q2
$1.04M Buy
5,570
+31
+0.6% +$5.8K 0.34% 62
2024
Q1
$1.02M Buy
5,539
+1
+0% +$184 0.37% 49
2023
Q4
$830K Sell
5,538
-219
-4% -$32.8K 0.33% 56
2023
Q3
$718K Buy
5,757
+259
+5% +$32.3K 0.32% 53
2023
Q2
$761K Buy
+5,498
New +$761K 0.33% 54