Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
3,756
-3
-0.1% -$1.07K 0.02% 206
2025
Q1
$1.02M Buy
3,759
+192
+5% +$52.2K 0.01% 224
2024
Q4
$1.18M Buy
3,567
+803
+29% +$266K 0.02% 214
2024
Q3
$916K Buy
2,764
+93
+3% +$30.8K 0.01% 234
2024
Q2
$847K Hold
2,671
0.01% 239
2024
Q1
$835K Buy
2,671
+213
+9% +$66.6K 0.01% 240
2023
Q4
$592K Hold
2,458
0.01% 266
2023
Q3
$524K Sell
2,458
-28
-1% -$5.97K 0.01% 276
2023
Q2
$500K Buy
2,486
+100
+4% +$20.1K 0.01% 285
2023
Q1
$409K Sell
2,386
-90
-4% -$15.4K 0.01% 299
2022
Q4
$389K Buy
2,476
+200
+9% +$31.4K 0.01% 306
2022
Q3
$304K Buy
+2,276
New +$304K 0.01% 319