Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$837K Buy
53,228
+631
+1% +$9.92K 0.01% 1227
2025
Q1
$1M Sell
52,597
-545
-1% -$10.4K 0.01% 1112
2024
Q4
$1.27M Buy
53,142
+811
+2% +$19.3K 0.01% 1009
2024
Q3
$1.47M Buy
52,331
+5,054
+11% +$142K 0.02% 942
2024
Q2
$1.24M Sell
47,277
-5,803
-11% -$152K 0.01% 1014
2024
Q1
$1.16M Sell
53,080
-4,957
-9% -$108K 0.01% 1128
2023
Q4
$1.35M Buy
58,037
+25
+0% +$582 0.02% 1055
2023
Q3
$1.14M Sell
58,012
-3,853
-6% -$76K 0.01% 1066
2023
Q2
$1.4M Sell
61,865
-3,525
-5% -$79.9K 0.02% 975
2023
Q1
$1.28M Buy
65,390
+4,960
+8% +$97.4K 0.02% 1014
2022
Q4
$1.04M Buy
+60,430
New +$1.04M 0.01% 1139