Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.31M Sell
2,420
-23
-0.9% -$21.9K 0.66% 26
2025
Q1
$2.46M Buy
2,443
+65
+3% +$65.5K 0.75% 23
2024
Q4
$2.23M Buy
2,378
+1,080
+83% +$1.01M 0.68% 24
2024
Q3
$1.15M Sell
1,298
-26
-2% -$23.1K 0.36% 54
2024
Q2
$1.09M Sell
1,324
-1
-0.1% -$822 0.36% 54
2024
Q1
$951K Buy
1,325
+23
+2% +$16.5K 0.35% 53
2023
Q4
$847K Buy
1,302
+44
+3% +$28.6K 0.34% 54
2023
Q3
$711K Buy
1,258
+52
+4% +$29.4K 0.32% 56
2023
Q2
$679K Buy
+1,206
New +$679K 0.3% 63