Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.07M Buy
12,409
+656
+6% +$268K 0.05% 333
2025
Q1
$3.89M Sell
11,753
-86
-0.7% -$28.5K 0.04% 380
2024
Q4
$4.96M Buy
11,839
+608
+5% +$255K 0.05% 336
2024
Q3
$4.81M Sell
11,231
-179
-2% -$76.7K 0.05% 364
2024
Q2
$4.17M Buy
11,410
+208
+2% +$76K 0.04% 374
2024
Q1
$4.65M Sell
11,202
-141
-1% -$58.5K 0.05% 344
2023
Q4
$3.73M Sell
11,343
-525
-4% -$173K 0.05% 370
2023
Q3
$3.72M Buy
11,868
+1,148
+11% +$360K 0.05% 353
2023
Q2
$3.55M Buy
10,720
+668
+7% +$221K 0.05% 378
2023
Q1
$2.45M Buy
10,052
+216
+2% +$52.6K 0.04% 449
2022
Q4
$2.31M Buy
+9,836
New +$2.31M 0.04% 436