Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
7,681
-252
-3% -$55.3K 0.43% 57
2025
Q1
$1.51M Sell
7,933
-533
-6% -$101K 0.46% 54
2024
Q4
$1.86M Buy
8,466
+398
+5% +$87.3K 0.52% 40
2024
Q3
$1.5M Buy
8,068
+96
+1% +$17.9K 0.43% 46
2024
Q2
$1.54M Sell
7,972
-7
-0.1% -$1.35K 0.47% 45
2024
Q1
$1.44M Sell
7,979
-181
-2% -$32.6K 0.42% 48
2023
Q4
$1.24M Buy
8,160
+927
+13% +$141K 0.39% 52
2023
Q3
$919K Sell
7,233
-29
-0.4% -$3.69K 0.31% 57
2023
Q2
$947K Sell
7,262
-571
-7% -$74.4K 0.32% 53
2023
Q1
$808K Sell
7,833
-473
-6% -$48.8K 0.28% 66
2022
Q4
$698K Buy
8,306
+5,431
+189% +$456K 0.27% 72
2022
Q3
$324K Sell
2,875
-183
-6% -$20.6K 0.15% 113
2022
Q2
$704 Sell
3,058
-22
-0.7% -$5 0.2% 53
2022
Q1
$486K Buy
3,080
+60
+2% +$9.47K 0.23% 83
2021
Q4
$504K Buy
+3,020
New +$504K 0.21% 88