Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.08M Sell
17,025
-110
-0.6% -$39.3K 0.07% 230
2025
Q1
$4.66M Buy
17,135
+4,225
+33% +$1.15M 0.07% 251
2024
Q4
$4.29M Buy
12,910
+1,782
+16% +$591K 0.08% 236
2024
Q3
$3.69M Sell
11,128
-369
-3% -$122K 0.09% 222
2024
Q2
$3.6M Buy
11,497
+2,175
+23% +$682K 0.1% 210
2024
Q1
$2.92M Buy
9,322
+1,091
+13% +$341K 0.06% 302
2023
Q4
$1.98M Buy
8,231
+970
+13% +$234K 0.05% 381
2023
Q3
$1.55M Buy
+7,261
New +$1.55M 0.05% 382