Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
16,766
+122
+0.7% +$8.67K 0.12% 182
2025
Q1
$1.06M Sell
16,644
-402
-2% -$25.5K 0.12% 183
2024
Q4
$1.29M Buy
17,046
+571
+3% +$43.2K 0.14% 163
2024
Q3
$1.46M Buy
16,475
+5,764
+54% +$510K 0.19% 136
2024
Q2
$807K Buy
10,711
+1,573
+17% +$119K 0.11% 188
2024
Q1
$859K Sell
9,138
-206
-2% -$19.4K 0.12% 184
2023
Q4
$1.01M Sell
9,344
-2,115
-18% -$230K 0.16% 163
2023
Q3
$1.1M Sell
11,459
-583
-5% -$55.7K 0.17% 154
2023
Q2
$1.33M Sell
12,042
-614
-5% -$67.8K 0.2% 130
2023
Q1
$1.55M Buy
+12,656
New +$1.55M 0.24% 106