Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.4M Sell
6,060
-46
-0.8% -$18.2K 0.03% 174
2025
Q1
$2.27M Buy
6,106
+246
+4% +$91.6K 0.03% 173
2024
Q4
$2.11M Sell
5,860
-68
-1% -$24.5K 0.03% 161
2024
Q3
$2.14M Sell
5,928
-709
-11% -$256K 0.03% 162
2024
Q2
$2.38M Buy
6,637
+480
+8% +$172K 0.03% 169
2024
Q1
$1.84M Buy
6,157
+220
+4% +$65.9K 0.03% 160
2023
Q4
$1.78M Buy
5,937
+418
+8% +$125K 0.03% 164
2023
Q3
$1.51M Buy
5,519
+1,163
+27% +$318K 0.03% 166
2023
Q2
$1.33M Sell
4,356
-26
-0.6% -$7.93K 0.02% 190
2023
Q1
$1.25M Buy
4,382
+782
+22% +$223K 0.02% 188
2022
Q4
$880K Buy
3,600
+762
+27% +$186K 0.02% 229
2022
Q3
$575K Buy
2,838
+1,083
+62% +$219K 0.01% 265
2022
Q2
$349K Buy
1,755
+395
+29% +$78.6K 0.01% 280
2022
Q1
$364K Buy
+1,360
New +$364K 0.01% 314