Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.35M Buy
27,543
+1,155
+4% +$182K 0.39% 36
2025
Q1
$2.86M Sell
26,388
-455
-2% -$49.3K 0.29% 43
2024
Q4
$3.6M Sell
26,843
-1,723
-6% -$231K 0.38% 40
2024
Q3
$3.47M Buy
28,566
+291
+1% +$35.3K 0.39% 41
2024
Q2
$3.49M Buy
28,275
+2,325
+9% +$287K 0.44% 40
2024
Q1
$2.35M Sell
25,950
-50
-0.2% -$4.52K 0.31% 46
2023
Q4
$1.29M Buy
26,000
+610
+2% +$30.2K 0.19% 52
2023
Q3
$1.1M Buy
25,390
+4,570
+22% +$199K 0.2% 46
2023
Q2
$881K Buy
20,820
+600
+3% +$25.4K 0.16% 49
2023
Q1
$562K Buy
+20,220
New +$562K 0.11% 59