Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
23,991
+1,846
+8% +$97.1K 0.14% 151
2025
Q1
$1.01M Sell
22,145
-674
-3% -$30.9K 0.12% 169
2024
Q4
$1.08M Sell
22,819
-935
-4% -$44.4K 0.12% 173
2024
Q3
$1.07M Buy
23,754
+8,627
+57% +$390K 0.13% 178
2024
Q2
$588K Sell
15,127
-2,322
-13% -$90.2K 0.12% 189
2024
Q1
$575K Buy
17,449
+8,357
+92% +$275K 0.12% 198
2023
Q4
$277K Sell
9,092
-3,016
-25% -$91.8K 0.05% 212
2023
Q3
$369K Buy
+12,108
New +$369K 0.12% 161