Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
56,907
+1,409
+3% +$29.5K 0.02% 91
2025
Q1
$1.33M Buy
55,498
+842
+2% +$20.2K 0.03% 86
2024
Q4
$1.17M Sell
54,656
-2,339
-4% -$49.9K 0.02% 88
2024
Q3
$1.32M Sell
56,995
-3,140
-5% -$72.6K 0.03% 90
2024
Q2
$1.09M Sell
60,135
-3,510
-6% -$63.8K 0.02% 92
2024
Q1
$1.37M Sell
63,645
-7,866
-11% -$169K 0.03% 85
2023
Q4
$1.53M Sell
71,511
-9,980
-12% -$214K 0.05% 76
2023
Q3
$81.3M Buy
+81,491
New +$81.3M 0.32% 48