Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
4,106
+332
+9% +$110K 0.15% 87
2025
Q1
$1.24M Sell
3,774
-109
-3% -$35.9K 0.16% 75
2024
Q4
$1.07M Buy
3,883
+637
+20% +$176K 0.13% 80
2024
Q3
$1.18M Sell
3,246
-10
-0.3% -$3.63K 0.17% 80
2024
Q2
$1.08M Buy
3,256
+10
+0.3% +$3.31K 0.15% 84
2024
Q1
$1.18M Sell
3,246
-40
-1% -$14.5K 0.17% 80
2023
Q4
$984K Sell
3,286
-10
-0.3% -$3K 0.16% 87
2023
Q3
$943K Buy
3,296
+49
+2% +$14K 0.17% 88
2023
Q2
$911K Buy
+3,247
New +$911K 0.16% 89