Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
6,615
+35
+0.5% +$12.4K 0.65% 35
2025
Q1
$2.31M Sell
6,580
-28
-0.4% -$9.81K 0.7% 30
2024
Q4
$2.09M Sell
6,608
-477
-7% -$151K 0.63% 34
2024
Q3
$1.95M Sell
7,085
-123
-2% -$33.8K 0.59% 37
2024
Q2
$1.9M Buy
7,208
+1,414
+24% +$372K 0.63% 36
2024
Q1
$1.62M Sell
5,794
-109
-2% -$30.4K 0.58% 37
2023
Q4
$1.54M Sell
5,903
-135
-2% -$35.1K 0.63% 34
2023
Q3
$1.39M Buy
6,038
+120
+2% +$27.6K 0.61% 36
2023
Q2
$1.41M Sell
5,918
-40
-0.7% -$9.5K 0.61% 36
2023
Q1
$1.34M Buy
5,958
+116
+2% +$26.2K 0.62% 33
2022
Q4
$1.21M Buy
+5,842
New +$1.21M 0.63% 33