Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
19,566
-921
-4% -$73.6K 0.08% 97
2025
Q1
$1.85M Buy
20,487
+1,020
+5% +$92.3K 0.11% 91
2024
Q4
$1.95M Buy
19,467
+1,144
+6% +$115K 0.12% 77
2024
Q3
$2.09M Buy
18,323
+35
+0.2% +$4K 0.14% 63
2024
Q2
$2.26M Sell
18,288
-17
-0.1% -$2.11K 0.16% 53
2024
Q1
$2.43M Sell
18,305
-594
-3% -$78.8K 0.18% 53
2023
Q4
$2.06M Buy
18,899
+1,011
+6% +$110K 0.15% 71
2023
Q3
$1.85M Buy
17,888
+1
+0% +$104 0.19% 53
2023
Q2
$2.08M Buy
17,887
+253
+1% +$29.4K 0.18% 53
2023
Q1
$1.88M Buy
17,634
+1
+0% +$106 0.18% 55
2022
Q4
$1.96M Sell
17,633
-196
-1% -$21.7K 0.2% 53
2022
Q3
$1.54M Buy
+17,829
New +$1.54M 0.19% 55