Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
9,171
+269
+3% +$37.3K 0.27% 80
2025
Q1
$1.38M Sell
8,902
-1,828
-17% -$283K 0.34% 63
2024
Q4
$1.56M Sell
10,730
-4,784
-31% -$694K 0.21% 84
2024
Q3
$2.29M Buy
15,514
+3,995
+35% +$589K 0.37% 52
2024
Q2
$1.8M Buy
11,519
+10,570
+1,114% +$1.66M 0.22% 91
2024
Q1
$151K Sell
949
-11,057
-92% -$1.76M 0.29% 52
2023
Q4
$1.79M Buy
12,006
+5,134
+75% +$766K 0.3% 65
2023
Q3
$1.16M Sell
6,872
-4,359
-39% -$736K 0.34% 63
2023
Q2
$1.77M Buy
+11,231
New +$1.77M 0.29% 66