Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
16,350
-115
-0.7% -$9.93K 0.34% 82
2025
Q1
$857K Buy
16,465
+12
+0.1% +$624 0.23% 132
2024
Q4
$906K Buy
16,453
+499
+3% +$27.5K 0.23% 130
2024
Q3
$1.07M Sell
15,954
-118
-0.7% -$7.9K 0.27% 121
2024
Q2
$891K Sell
16,072
-105
-0.6% -$5.82K 0.24% 132
2024
Q1
$828K Buy
16,177
+334
+2% +$17.1K 0.23% 139
2023
Q4
$720K Sell
15,843
-420
-3% -$19.1K 0.22% 141
2023
Q3
$669K Buy
16,263
+1,270
+8% +$52.3K 0.22% 134
2023
Q2
$663K Sell
14,993
-268
-2% -$11.9K 0.22% 141
2023
Q1
$602K Buy
+15,261
New +$602K 0.2% 144