Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43M Buy
15,567
+7,999
+106% +$1.25M 0.57% 50
2025
Q1
$1.25M Sell
7,568
-54
-0.7% -$8.89K 0.34% 70
2024
Q4
$1.24M Buy
7,622
+108
+1% +$17.6K 0.31% 69
2024
Q3
$1.47M Sell
7,514
-141
-2% -$27.5K 0.39% 63
2024
Q2
$1.33M Sell
7,655
-163
-2% -$28.3K 0.38% 65
2024
Q1
$1.32M Buy
7,818
+1
+0% +$169 0.38% 67
2023
Q4
$1.54M Sell
7,817
-22
-0.3% -$4.34K 0.49% 60
2023
Q3
$1.36M Buy
7,839
+121
+2% +$21.1K 0.47% 62
2023
Q2
$1.33M Sell
7,718
-136
-2% -$23.4K 0.44% 69
2023
Q1
$1.31M Sell
7,854
-19
-0.2% -$3.16K 0.46% 72
2022
Q4
$1.15M Buy
+7,873
New +$1.15M 0.43% 74