Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.73M Buy
33,991
+1,141
+3% +$91.8K 0.11% 184
2025
Q1
$2.64M Buy
32,850
+2,603
+9% +$209K 0.11% 187
2024
Q4
$2.48M Buy
30,247
+755
+3% +$61.8K 0.19% 143
2024
Q3
$2.43M Sell
29,492
-2,206
-7% -$182K 0.18% 146
2024
Q2
$2.22M Sell
31,698
-7,803
-20% -$548K 0.18% 153
2024
Q1
$2.93M Sell
39,501
-744
-2% -$55.1K 0.26% 104
2023
Q4
$2.76M Buy
40,245
+999
+3% +$68.5K 0.26% 97
2023
Q3
$2.33M Sell
39,246
-4,588
-10% -$272K 0.26% 104
2023
Q2
$2.78M Buy
43,834
+1,116
+3% +$70.9K 0.31% 91
2023
Q1
$2.48M Sell
42,718
-9,903
-19% -$574K 0.26% 100
2022
Q4
$3.81M Sell
52,621
-984
-2% -$71.2K 0.45% 51
2022
Q3
$3.92M Sell
53,605
-1,505
-3% -$110K 0.48% 48
2022
Q2
$3.49M Buy
55,110
+472
+0.9% +$29.9K 0.42% 61
2022
Q1
$3.84M Sell
54,638
-1,162
-2% -$81.7K 0.45% 62
2021
Q4
$3.66M Buy
+55,800
New +$3.66M 0.47% 60