Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.54M Sell
20,722
-49
-0.2% -$6.01K 0.78% 24
2025
Q1
$1.89M Buy
20,771
+81
+0.4% +$7.38K 0.62% 27
2024
Q4
$2.38M Sell
20,690
-276
-1% -$31.8K 0.76% 25
2024
Q3
$2.49M Buy
20,966
+961
+5% +$114K 0.85% 22
2024
Q2
$2.76M Buy
20,005
+163
+0.8% +$22.5K 0.96% 23
2024
Q1
$2.26M Sell
19,842
-248
-1% -$28.3K 0.79% 24
2023
Q4
$1.54M Sell
20,090
-33
-0.2% -$2.52K 0.56% 32
2023
Q3
$1.39M Buy
20,123
+63
+0.3% +$4.34K 0.55% 42
2023
Q2
$1.09M Buy
20,060
+9,917
+98% +$536K 0.42% 43
2023
Q1
$407K Buy
+10,143
New +$407K 0.17% 63