Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
35,870
+1,186
+3% +$45.5K 0.11% 213
2025
Q1
$1.34M Buy
34,684
+34,652
+108,288% +$1.34M 0.11% 196
2024
Q4
$1.1K Sell
32
-32,429
-100% -$1.11M 0.1% 218
2024
Q3
$1.33M Sell
32,461
-471
-1% -$19.3K 0.11% 192
2024
Q2
$1.27M Sell
32,932
-403
-1% -$15.5K 0.12% 189
2024
Q1
$1.43M Sell
33,335
-562
-2% -$24.1K 0.13% 158
2023
Q4
$1.26M Sell
33,897
-2,575
-7% -$95.4K 0.13% 162
2023
Q3
$1.32M Buy
+36,472
New +$1.32M 0.15% 139