Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.98M Buy
10,618
+94
+0.9% +$44.1K 0.41% 36
2025
Q1
$4.9M Buy
10,524
+10,514
+105,140% +$4.9M 0.42% 36
2024
Q4
$4.34K Sell
10
-10,485
-100% -$4.55M 0.4% 45
2024
Q3
$5M Sell
10,495
-73
-0.7% -$34.8K 0.42% 36
2024
Q2
$4.64M Buy
10,568
+462
+5% +$203K 0.42% 35
2024
Q1
$4.69M Sell
10,106
-149
-1% -$69.2K 0.44% 33
2023
Q4
$4.21M Buy
10,255
+314
+3% +$129K 0.42% 37
2023
Q3
$3.7M Buy
+9,941
New +$3.7M 0.41% 39