Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Sell
3,752
-69
-2% -$32.4K 0.13% 130
2025
Q1
$1.78M Buy
3,821
+24
+0.6% +$11.2K 0.15% 111
2024
Q4
$1.59M Buy
3,797
+7
+0.2% +$2.93K 0.13% 118
2024
Q3
$1.81M Sell
3,790
-3
-0.1% -$1.43K 0.15% 99
2024
Q2
$1.72M Buy
3,793
+1,302
+52% +$591K 0.15% 100
2024
Q1
$1.16M Buy
2,491
+1,202
+93% +$558K 0.11% 135
2023
Q4
$530K Buy
+1,289
New +$530K 0.06% 181
2022
Q4
$798K Sell
2,445
-406
-14% -$132K 0.09% 156
2022
Q3
$769K Buy
+2,851
New +$769K 0.09% 157