Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Sell
20,344
-4,131
-17% -$385K 0.21% 79
2025
Q1
$1.78M Buy
24,475
+816
+3% +$59.5K 0.23% 67
2024
Q4
$1.43M Buy
23,659
+4,652
+24% +$281K 0.18% 73
2024
Q3
$1.46M Sell
19,007
-1,434
-7% -$110K 0.21% 72
2024
Q2
$1.49M Buy
20,441
+1,434
+8% +$104K 0.2% 68
2024
Q1
$1.46M Buy
19,007
+447
+2% +$34.4K 0.21% 72
2023
Q4
$1.14M Buy
18,560
+48
+0.3% +$2.96K 0.18% 82
2023
Q3
$851K Buy
18,512
+1,752
+10% +$80.6K 0.15% 93
2023
Q2
$724K Buy
+16,760
New +$724K 0.13% 101