Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
31,538
-2,173
-6% -$83.4K 0.17% 143
2025
Q1
$1.31M Sell
33,711
-563
-2% -$21.8K 0.2% 124
2024
Q4
$1.16M Buy
34,274
+5,967
+21% +$202K 0.18% 139
2024
Q3
$1.16M Buy
28,307
+1,239
+5% +$50.6K 0.18% 144
2024
Q2
$1.04M Buy
27,068
+1,148
+4% +$44.2K 0.18% 143
2024
Q1
$1.11M Buy
25,920
+3,869
+18% +$166K 0.21% 128
2023
Q4
$828K Buy
+22,051
New +$828K 0.18% 141