Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.22M Sell
19,425
-26
-0.1% -$4.32K 0.18% 83
2024
Q4
$3.84M Buy
19,451
+20
+0.1% +$3.95K 0.22% 75
2024
Q3
$3.37M Hold
19,431
0.18% 75
2024
Q2
$3.38M Sell
19,431
-121
-0.6% -$21K 0.2% 71
2024
Q1
$2.66M Buy
19,552
+1,486
+8% +$202K 0.15% 74
2023
Q4
$1.88M Sell
18,066
-12
-0.1% -$1.25K 0.12% 84
2023
Q3
$1.57M Buy
18,078
+490
+3% +$42.6K 0.11% 86
2023
Q2
$1.77M Buy
+17,588
New +$1.77M 0.11% 78