Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
10,186
+14
+0.1% +$2.13K 0.08% 176
2025
Q1
$1.49M Buy
10,172
+1,016
+11% +$149K 0.09% 179
2024
Q4
$1.18M Sell
9,156
-23
-0.3% -$2.97K 0.07% 211
2024
Q3
$1.25M Sell
9,179
-182
-2% -$24.9K 0.08% 194
2024
Q2
$957K Buy
9,361
+740
+9% +$75.6K 0.07% 230
2024
Q1
$765K Sell
8,621
-408
-5% -$36.2K 0.08% 220
2023
Q4
$825K Buy
9,029
+517
+6% +$47.3K 0.09% 186
2023
Q3
$666K Sell
8,512
-710
-8% -$55.6K 0.08% 206
2023
Q2
$772K Sell
9,222
-695
-7% -$58.2K 0.08% 206
2023
Q1
$872K Sell
9,917
-2,730
-22% -$240K 0.1% 176
2022
Q4
$1.27M Buy
+12,647
New +$1.27M 0.16% 115