Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
18,086
-1,900
-10% -$200K 0.07% 224
2025
Q1
$2.22M Buy
19,986
+2,912
+17% +$324K 0.1% 211
2024
Q4
$1.77M Buy
17,074
+180
+1% +$18.6K 0.13% 191
2024
Q3
$1.89M Sell
16,894
-337
-2% -$37.7K 0.14% 187
2024
Q2
$1.54M Buy
17,231
+99
+0.6% +$8.84K 0.13% 215
2024
Q1
$1.47M Sell
17,132
-258
-1% -$22.2K 0.13% 228
2023
Q4
$1.37M Sell
17,390
-260
-1% -$20.4K 0.13% 216
2023
Q3
$1.43M Buy
17,650
+576
+3% +$46.6K 0.16% 187
2023
Q2
$1.32M Sell
17,074
-949
-5% -$73.1K 0.15% 197
2023
Q1
$1.16M Sell
18,023
-1,965
-10% -$127K 0.12% 214
2022
Q4
$1.44M Sell
19,988
-1,051
-5% -$75.6K 0.17% 173
2022
Q3
$1.37M Sell
21,039
-2,010
-9% -$131K 0.17% 165
2022
Q2
$1.32M Sell
23,049
-1,782
-7% -$102K 0.16% 185
2022
Q1
$1.6M Buy
24,831
+649
+3% +$41.8K 0.19% 176
2021
Q4
$1.47M Buy
+24,182
New +$1.47M 0.19% 181