Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Sell
8,936
-569
-6% -$106K 0.17% 133
2025
Q1
$1.99M Sell
9,505
-113
-1% -$23.7K 0.22% 104
2024
Q4
$1.71M Buy
9,618
+1,983
+26% +$352K 0.18% 125
2024
Q3
$1.51M Sell
7,635
-558
-7% -$110K 0.2% 128
2024
Q2
$1.41M Buy
8,193
+42
+0.5% +$7.2K 0.19% 130
2024
Q1
$1.48M Buy
8,151
+498
+7% +$90.7K 0.2% 126
2023
Q4
$1.19M Buy
7,653
+363
+5% +$56.3K 0.18% 143
2023
Q3
$1.09M Sell
7,290
-622
-8% -$92.7K 0.16% 155
2023
Q2
$1.07M Sell
7,912
-95
-1% -$12.8K 0.16% 161
2023
Q1
$1.28M Buy
+8,007
New +$1.28M 0.2% 133