Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.4M Sell
9,521
-130
-1% -$46.4K 0.16% 113
2025
Q1
$3.85M Sell
9,651
-180
-2% -$71.8K 0.2% 92
2024
Q4
$3.53M Sell
9,831
-266
-3% -$95.5K 0.31% 84
2024
Q3
$3.49M Sell
10,097
-644
-6% -$223K 0.29% 98
2024
Q2
$3.15M Sell
10,741
-780
-7% -$229K 0.28% 107
2024
Q1
$3.84M Buy
11,521
+146
+1% +$48.7K 0.3% 89
2023
Q4
$3.31M Buy
11,375
+4,585
+68% +$1.33M 0.29% 99
2023
Q3
$2.2M Sell
6,790
-9,160
-57% -$2.97M 0.2% 163
2023
Q2
$5.51M Sell
15,950
-210
-1% -$72.5K 0.46% 45
2023
Q1
$5.1M Buy
+16,160
New +$5.1M 0.44% 51