Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
8,059
+454
+6% +$71.7K 0.44% 26
2025
Q1
$824K Sell
7,605
-32
-0.4% -$3.47K 0.32% 31
2024
Q4
$1.03M Buy
7,637
+88
+1% +$11.8K 0.39% 30
2024
Q3
$917K Buy
7,549
+130
+2% +$15.8K 0.34% 34
2024
Q2
$917K Sell
7,419
-41
-0.5% -$5.07K 0.37% 33
2024
Q1
$674K Buy
7,460
+520
+7% +$47K 0.28% 38
2023
Q4
$344K Sell
6,940
-60
-0.9% -$2.97K 0.15% 67
2023
Q3
$304K Buy
7,000
+1,530
+28% +$66.6K 0.15% 67
2023
Q2
$231K Buy
+5,470
New +$231K 0.11% 72