Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.58M Sell
72,297
-1,713
-2% -$227K 0.07% 192
2025
Q1
$7.83M Buy
74,010
+476
+0.6% +$50.4K 0.06% 206
2024
Q4
$7.98M Sell
73,534
-411
-0.6% -$44.6K 0.06% 209
2024
Q3
$7.76M Buy
73,945
+4,610
+7% +$484K 0.06% 211
2024
Q2
$6.81M Buy
69,335
+3,495
+5% +$343K 0.06% 214
2024
Q1
$6.25M Buy
65,840
+65,575
+24,745% +$6.22M 0.05% 230
2023
Q4
$18.9K Buy
+265
New +$18.9K ﹤0.01% 1135