Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
13,871
+24
+0.2% +$1.82K 0.06% 297
2025
Q1
$1.04M Buy
13,847
+96
+0.7% +$7.2K 0.07% 294
2024
Q4
$1.05M Buy
13,751
+58
+0.4% +$4.44K 0.07% 282
2024
Q3
$1.07M Sell
13,693
-384
-3% -$30K 0.07% 287
2024
Q2
$1M Sell
14,077
-186
-1% -$13.3K 0.07% 265
2024
Q1
$1.16M Buy
14,263
+5,185
+57% +$421K 0.07% 299
2023
Q4
$664K Sell
9,078
-340
-4% -$24.9K 0.12% 188
2023
Q3
$622K Buy
9,418
+148
+2% +$9.78K 0.12% 192
2023
Q2
$688K Buy
9,270
+614
+7% +$45.6K 0.12% 183
2023
Q1
$668K Buy
+8,656
New +$668K 0.14% 171