Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
4,392
+177
+4% +$83.1K 0.19% 100
2025
Q1
$1.96M Sell
4,215
-167
-4% -$77.8K 0.2% 97
2024
Q4
$1.84M Buy
4,382
+134
+3% +$56.1K 0.18% 103
2024
Q3
$2.03M Sell
4,248
-122
-3% -$58.2K 0.18% 103
2024
Q2
$1.92M Buy
4,370
+155
+4% +$68K 0.21% 97
2024
Q1
$1.96M Buy
4,215
+2,372
+129% +$1.1M 0.2% 96
2023
Q4
$757K Sell
1,843
-9
-0.5% -$3.7K 0.1% 136
2023
Q3
$690K Buy
1,852
+549
+42% +$205K 0.1% 133
2023
Q2
$497K Buy
1,303
+34
+3% +$13K 0.09% 138
2023
Q1
$451K Buy
1,269
+492
+63% +$175K 0.09% 147
2022
Q4
$253K Buy
+777
New +$253K 0.06% 172