Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
7,824
+11
+0.1% +$1.72K 0.08% 174
2025
Q1
$1.29M Buy
7,813
+1,622
+26% +$267K 0.1% 143
2024
Q4
$1.01M Sell
6,191
-28
-0.5% -$4.56K 0.09% 160
2024
Q3
$1.22M Buy
6,219
+346
+6% +$67.6K 0.11% 141
2024
Q2
$1.02M Buy
5,873
+815
+16% +$141K 0.09% 152
2024
Q1
$856K Sell
5,058
-5,254
-51% -$889K 0.08% 183
2023
Q4
$2.04M Buy
10,312
+5,984
+138% +$1.18M 0.09% 144
2023
Q3
$753K Buy
+4,328
New +$753K 0.09% 133