Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
47,212
+1,779
+4% +$43.5K 0.13% 251
2025
Q1
$1.26M Buy
45,433
+159
+0.4% +$4.4K 0.16% 225
2024
Q4
$1.48M Buy
45,274
+16
+0% +$522 0.19% 202
2024
Q3
$1.62M Sell
45,258
-112
-0.2% -$4.02K 0.22% 174
2024
Q2
$1.59M Buy
45,370
+799
+2% +$28K 0.25% 149
2024
Q1
$1.35M Buy
44,571
+112
+0.3% +$3.39K 0.22% 196
2023
Q4
$1.34M Buy
44,459
+2,632
+6% +$79.2K 0.25% 171
2023
Q3
$1.07M Sell
41,827
-2,553
-6% -$65.6K 0.24% 186
2023
Q2
$1.36M Buy
44,380
+1,109
+3% +$34.1K 0.3% 127
2023
Q1
$1.27M Buy
43,271
+5,087
+13% +$149K 0.32% 132
2022
Q4
$1.03M Buy
+38,184
New +$1.03M 0.29% 150