Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Sell
8,001
-33
-0.4% -$11.8K 0.11% 176
2025
Q1
$3.21M Buy
8,034
+2,316
+41% +$924K 0.14% 164
2024
Q4
$2.05M Sell
5,718
-260
-4% -$93.4K 0.15% 171
2024
Q3
$2.07M Buy
5,978
+215
+4% +$74.4K 0.16% 170
2024
Q2
$1.69M Sell
5,763
-549
-9% -$161K 0.14% 202
2024
Q1
$2.11M Sell
6,312
-173
-3% -$57.7K 0.19% 165
2023
Q4
$2.01M Buy
6,485
+383
+6% +$119K 0.19% 151
2023
Q3
$2.02M Buy
6,102
+222
+4% +$73.7K 0.22% 131
2023
Q2
$1.85M Sell
5,880
-2,413
-29% -$758K 0.2% 151
2023
Q1
$2.61M Sell
8,293
-104
-1% -$32.8K 0.28% 89
2022
Q4
$2.52M Buy
8,397
+344
+4% +$103K 0.3% 86
2022
Q3
$2.27M Buy
8,053
+373
+5% +$105K 0.28% 110
2022
Q2
$2.24M Buy
7,680
+799
+12% +$233K 0.27% 113
2022
Q1
$2.24M Sell
6,881
-1,648
-19% -$537K 0.26% 133
2021
Q4
$2.27M Buy
+8,529
New +$2.27M 0.29% 121