Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Sell
4,199
-41
-1% -$14.6K 0.08% 182
2025
Q1
$1.69M Buy
4,240
+217
+5% +$86.6K 0.1% 163
2024
Q4
$1.44M Buy
4,023
+64
+2% +$23K 0.09% 173
2024
Q3
$1.37M Buy
3,959
+309
+8% +$107K 0.09% 184
2024
Q2
$1.07M Buy
3,650
+643
+21% +$189K 0.08% 211
2024
Q1
$1M Sell
3,007
-19
-0.6% -$6.34K 0.1% 169
2023
Q4
$881K Sell
3,026
-80
-3% -$23.3K 0.1% 168
2023
Q3
$1.01M Sell
3,106
-468
-13% -$152K 0.13% 136
2023
Q2
$1.23M Buy
3,574
+528
+17% +$182K 0.13% 132
2023
Q1
$960K Buy
3,046
+190
+7% +$59.9K 0.11% 160
2022
Q4
$857K Buy
+2,856
New +$857K 0.11% 181