Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Buy
29,239
+1,411
+5% +$109K 0.02% 509
2025
Q1
$1.82M Sell
27,828
-160
-0.6% -$10.5K 0.02% 539
2024
Q4
$1.89M Buy
27,988
+2,158
+8% +$146K 0.02% 538
2024
Q3
$1.59M Buy
25,830
+1,362
+6% +$83.8K 0.02% 576
2024
Q2
$1.3M Sell
24,468
-2,545
-9% -$135K 0.01% 605
2024
Q1
$1.46M Sell
27,013
-158
-0.6% -$8.53K 0.02% 615
2023
Q4
$1.23M Sell
27,171
-108
-0.4% -$4.9K 0.01% 601
2023
Q3
$1.08M Sell
27,279
-453
-2% -$18K 0.01% 618
2023
Q2
$1.22M Buy
27,732
+657
+2% +$28.9K 0.02% 599
2023
Q1
$1M Buy
27,075
+20,065
+286% +$741K 0.01% 638
2022
Q4
$238K Buy
+7,010
New +$238K ﹤0.01% 1084