Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.32M Sell
18,128
-24
-0.1% -$1.75K 0.07% 134
2024
Q4
$1.09M Sell
18,152
-14
-0.1% -$844 0.06% 139
2024
Q3
$1.37M Buy
18,166
+3,392
+23% +$255K 0.07% 117
2024
Q2
$1.07M Buy
14,774
+2,099
+17% +$153K 0.06% 127
2024
Q1
$976K Sell
12,675
-2,495
-16% -$192K 0.06% 124
2023
Q4
$934K Sell
15,170
-5
-0% -$308 0.06% 120
2023
Q3
$698K Buy
15,175
+368
+2% +$16.9K 0.05% 124
2023
Q2
$639K Buy
+14,807
New +$639K 0.04% 132