Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
22,032
-7,856
-26% -$622K 0.12% 125
2025
Q1
$2.68M Buy
29,888
+681
+2% +$61.1K 0.22% 77
2024
Q4
$2.91M Buy
29,207
+690
+2% +$68.6K 0.26% 64
2024
Q3
$3.24M Sell
28,517
-1,723
-6% -$196K 0.29% 62
2024
Q2
$3.74M Buy
30,240
+750
+3% +$92.9K 0.34% 53
2024
Q1
$3.89M Sell
29,490
-25,712
-47% -$3.39M 0.37% 50
2023
Q4
$6.02M Buy
55,202
+31,545
+133% +$3.44M 0.25% 62
2023
Q3
$2.44M Buy
+23,657
New +$2.44M 0.3% 52