Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.17M Buy
26,276
+257
+1% +$31K 0.02% 593
2025
Q1
$3.03M Sell
26,019
-1,022
-4% -$119K 0.03% 592
2024
Q4
$3.24M Sell
27,041
-48
-0.2% -$5.76K 0.03% 587
2024
Q3
$2.88M Sell
27,089
-5,094
-16% -$542K 0.02% 658
2024
Q2
$3.04M Sell
32,183
-5,416
-14% -$511K 0.03% 676
2024
Q1
$4.16M Sell
37,599
-4,310
-10% -$477K 0.04% 547
2023
Q4
$3.63M Buy
41,909
+1,478
+4% +$128K 0.03% 648
2023
Q3
$2.84M Buy
40,431
+5,855
+17% +$411K 0.02% 718
2023
Q2
$2.3M Sell
34,576
-1,811
-5% -$121K 0.02% 825
2023
Q1
$2.15M Sell
36,387
-8,667
-19% -$512K 0.02% 834
2022
Q4
$2.11M Buy
45,054
+11,499
+34% +$540K 0.02% 876
2022
Q3
$1.12M Sell
33,555
-1,325
-4% -$44.2K 0.01% 1067
2022
Q2
$1.53M Buy
+34,880
New +$1.53M 0.01% 963