Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.82M Buy
31,374
+77
+0.2% +$14.3K 0.34% 57
2025
Q1
$6.56M Sell
31,297
-776
-2% -$163K 0.42% 42
2024
Q4
$5.7M Sell
32,073
-660
-2% -$117K 0.35% 54
2024
Q3
$6.46M Sell
32,733
-612
-2% -$121K 0.42% 41
2024
Q2
$5.72M Buy
33,345
+1,290
+4% +$221K 0.41% 43
2024
Q1
$5.84M Buy
32,055
+16,989
+113% +$3.09M 0.35% 57
2023
Q4
$2.33M Buy
15,066
+1,110
+8% +$172K 0.43% 40
2023
Q3
$2.08M Sell
13,956
-502
-3% -$74.8K 0.39% 47
2023
Q2
$1.95M Buy
14,458
+1,536
+12% +$207K 0.35% 59
2023
Q1
$2.06M Buy
+12,922
New +$2.06M 0.42% 50