Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
37,056
-39
-0.1% -$1.39K 0.09% 166
2025
Q1
$1.37M Buy
37,095
+6,099
+20% +$225K 0.11% 138
2024
Q4
$1.16M Sell
30,996
-3,746
-11% -$141K 0.1% 141
2024
Q3
$1.45M Buy
34,742
+362
+1% +$15.1K 0.13% 116
2024
Q2
$1.35M Sell
34,380
-1,561
-4% -$61.1K 0.12% 121
2024
Q1
$1.56M Sell
35,941
-35,245
-50% -$1.53M 0.15% 103
2023
Q4
$3.12M Buy
71,186
+38,224
+116% +$1.68M 0.13% 104
2023
Q3
$1.46M Buy
+32,962
New +$1.46M 0.18% 74