Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Buy
118,327
+196
+0.2% +$4.1K 0.01% 558
2025
Q1
$2.83M Buy
118,131
+12,584
+12% +$302K 0.01% 510
2024
Q4
$2.25M Sell
105,547
-1,047
-1% -$22.4K 0.01% 630
2024
Q3
$2.47M Buy
106,594
+4,654
+5% +$108K 0.01% 614
2024
Q2
$1.85M Sell
101,940
-7,741
-7% -$141K 0.01% 676
2024
Q1
$2.35M Buy
109,681
+730
+0.7% +$15.7K 0.01% 609
2023
Q4
$2.35M Buy
108,951
+13,375
+14% +$288K 0.01% 580
2023
Q3
$1.92M Buy
+95,576
New +$1.92M 0.01% 632