Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.79M Sell
12,649
-17
-0.1% -$3.75K 0.16% 87
2024
Q4
$2.6M Buy
12,666
+28
+0.2% +$5.75K 0.15% 91
2024
Q3
$2.27M Hold
12,638
0.12% 96
2024
Q2
$1.88M Buy
12,638
+3,143
+33% +$468K 0.11% 87
2024
Q1
$1.52M Sell
9,495
-14
-0.1% -$2.24K 0.09% 100
2023
Q4
$1.26M Hold
9,509
0.08% 105
2023
Q3
$1.07M Buy
9,509
+235
+3% +$26.5K 0.07% 101
2023
Q2
$1.17M Buy
+9,274
New +$1.17M 0.07% 99