Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
6,040
-262
-4% -$45.2K 0.07% 205
2025
Q1
$1.39M Buy
6,302
+1,223
+24% +$270K 0.11% 136
2024
Q4
$1.04M Sell
5,079
-409
-7% -$84K 0.09% 154
2024
Q3
$986K Buy
5,488
+20
+0.4% +$3.59K 0.09% 167
2024
Q2
$815K Buy
5,468
+92
+2% +$13.7K 0.08% 184
2024
Q1
$859K Sell
5,376
-5,152
-49% -$823K 0.08% 179
2023
Q4
$1.4M Buy
10,528
+5,397
+105% +$717K 0.06% 195
2023
Q3
$580K Buy
+5,131
New +$580K 0.07% 164