Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
17,731
-101
-0.6% -$7.52K 0.06% 396
2025
Q1
$1.21M Buy
17,832
+364
+2% +$24.7K 0.06% 401
2024
Q4
$1.08M Buy
17,468
+427
+3% +$26.4K 0.05% 435
2024
Q3
$1.11M Buy
17,041
+84
+0.5% +$5.47K 0.05% 440
2024
Q2
$911K Buy
16,957
+29
+0.2% +$1.56K 0.07% 383
2024
Q1
$893K Sell
16,928
-1,888
-10% -$99.6K 0.12% 240
2023
Q4
$821K Buy
18,816
+184
+1% +$8.03K 0.16% 168
2023
Q3
$821K Hold
18,632
0.18% 139
2023
Q2
$833K Hold
18,632
0.17% 163
2023
Q1
$827K Buy
+18,632
New +$827K 0.24% 103