Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
9,190
+275
+3% +$35.6K 0.07% 254
2025
Q1
$1.06M Sell
8,915
-1,587
-15% -$190K 0.07% 290
2024
Q4
$1.22M Buy
10,502
+593
+6% +$68.8K 0.08% 248
2024
Q3
$1.34M Buy
9,909
+69
+0.7% +$9.32K 0.09% 227
2024
Q2
$1.33M Buy
9,840
+754
+8% +$102K 0.1% 202
2024
Q1
$1.17M Buy
9,086
+1,188
+15% +$154K 0.07% 297
2023
Q4
$903K Buy
7,898
+135
+2% +$15.4K 0.17% 143
2023
Q3
$707K Buy
7,763
+56
+0.7% +$5.1K 0.13% 170
2023
Q2
$868K Sell
7,707
-60
-0.8% -$6.76K 0.15% 143
2023
Q1
$813K Buy
+7,767
New +$813K 0.17% 135