Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
13,865
-81
-0.6% -$5.97K 0.01% 691
2025
Q1
$1.09M Buy
13,946
+235
+2% +$18.4K 0.01% 662
2024
Q4
$1.61M Buy
13,711
+297
+2% +$35K 0.01% 578
2024
Q3
$1.45M Sell
13,414
-314
-2% -$33.9K 0.01% 604
2024
Q2
$1.2M Buy
13,728
+9,619
+234% +$839K 0.01% 633
2024
Q1
$362K Sell
4,109
-9
-0.2% -$793 ﹤0.01% 1030
2023
Q4
$304K Buy
4,118
+114
+3% +$8.42K ﹤0.01% 1061
2023
Q3
$228K Buy
4,004
+33
+0.8% +$1.88K ﹤0.01% 1096
2023
Q2
$251K Buy
3,971
+153
+4% +$9.67K ﹤0.01% 1092
2023
Q1
$246K Buy
+3,818
New +$246K ﹤0.01% 1087