Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.07M Buy
17,976
+90
+0.5% +$20.4K 0.41% 51
2025
Q1
$2.97M Sell
17,886
-40
-0.2% -$6.64K 0.33% 75
2024
Q4
$3.54M Buy
17,926
+201
+1% +$39.7K 0.38% 63
2024
Q3
$3.08M Buy
17,725
+215
+1% +$37.3K 0.4% 61
2024
Q2
$3.04M Buy
17,510
+2,845
+19% +$494K 0.41% 63
2024
Q1
$2M Buy
14,665
+1,581
+12% +$215K 0.27% 95
2023
Q4
$1.36M Sell
13,084
-13
-0.1% -$1.35K 0.21% 125
2023
Q3
$1.14M Buy
13,097
+21
+0.2% +$1.83K 0.17% 145
2023
Q2
$1.32M Sell
13,076
-140
-1% -$14.1K 0.19% 131
2023
Q1
$1.23M Buy
+13,216
New +$1.23M 0.19% 140