Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Sell
18,718
-287
-2% -$20.9K 0.01% 504
2025
Q1
$1.49M Sell
19,005
-5
-0% -$391 0.01% 496
2024
Q4
$1.29M Sell
19,010
-89
-0.5% -$6.04K 0.01% 537
2024
Q3
$1.29M Sell
19,099
-1,021
-5% -$68.7K 0.01% 542
2024
Q2
$1.22M Sell
20,120
-361
-2% -$21.9K 0.01% 535
2024
Q1
$1.26M Sell
20,481
-5,528
-21% -$339K 0.01% 542
2023
Q4
$1.62M Sell
26,009
-1,848
-7% -$115K 0.01% 517
2023
Q3
$1.58M Buy
27,857
+243
+0.9% +$13.7K 0.01% 499
2023
Q2
$1.75M Sell
27,614
-162
-0.6% -$10.3K 0.01% 478
2023
Q1
$1.95M Hold
27,776
0.01% 503
2022
Q4
$1.91M Buy
+27,776
New +$1.91M 0.01% 503