Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
13,560
+13
+0.1% +$2.03K 0.52% 49
2025
Q1
$2.23M Sell
13,547
-174
-1% -$28.6K 0.54% 55
2024
Q4
$2.24M Sell
13,721
-181
-1% -$29.5K 0.52% 52
2024
Q3
$2.72M Sell
13,902
-46
-0.3% -$8.99K 0.62% 54
2024
Q2
$2.42M Sell
13,948
-23
-0.2% -$3.99K 0.6% 54
2024
Q1
$2.36M Buy
13,971
+22
+0.2% +$3.72K 0.59% 54
2023
Q4
$2.75M Sell
13,949
-141
-1% -$27.8K 0.72% 49
2023
Q3
$2.45M Sell
14,090
-670
-5% -$117K 0.71% 51
2023
Q2
$2.54M Sell
14,760
-57
-0.4% -$9.82K 0.7% 50
2023
Q1
$2.47M Buy
14,817
+704
+5% +$117K 0.73% 48
2022
Q4
$2.07M Buy
+14,113
New +$2.07M 0.64% 49