Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
42,624
+509
+1% +$13.2K 0.16% 138
2025
Q1
$1.07M Sell
42,115
-43
-0.1% -$1.09K 0.17% 131
2024
Q4
$892K Buy
42,158
+10,453
+33% +$221K 0.15% 151
2024
Q3
$612K Sell
31,705
-210
-0.7% -$4.06K 0.1% 202
2024
Q2
$542K Sell
31,915
-7,715
-19% -$131K 0.1% 196
2024
Q1
$680K Buy
39,630
+1,025
+3% +$17.6K 0.13% 176
2023
Q4
$731K Sell
38,605
-335
-0.9% -$6.34K 0.14% 168
2023
Q3
$643K Buy
38,940
+1,295
+3% +$21.4K 0.12% 163
2023
Q2
$678K Buy
+37,645
New +$678K 0.13% 167