Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.05M Sell
8,580
-94
-1% -$33.4K 0.38% 75
2025
Q1
$3.04M Buy
8,674
+68
+0.8% +$23.8K 0.39% 78
2024
Q4
$2.72M Buy
8,606
+116
+1% +$36.7K 0.34% 87
2024
Q3
$2.33M Buy
8,490
+145
+2% +$39.9K 0.29% 101
2024
Q2
$2.19M Buy
8,345
+259
+3% +$68K 0.3% 95
2024
Q1
$2.26M Buy
8,086
+585
+8% +$163K 0.31% 101
2023
Q4
$1.95M Sell
7,501
-99
-1% -$25.8K 0.29% 100
2023
Q3
$1.75M Buy
7,600
+1,121
+17% +$258K 0.27% 101
2023
Q2
$1.54M Sell
6,479
-105
-2% -$24.9K 0.23% 117
2023
Q1
$1.48M Buy
6,584
+9
+0.1% +$2.03K 0.23% 117
2022
Q4
$1.37M Sell
6,575
-8
-0.1% -$1.66K 0.21% 118
2022
Q3
$1.17M Buy
+6,583
New +$1.17M 0.19% 129