Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
8,719
-70
-0.8% -$8.84K 0.04% 394
2025
Q1
$946K Buy
8,789
+58
+0.7% +$6.24K 0.04% 394
2024
Q4
$1.15M Sell
8,731
-129
-1% -$16.9K 0.04% 359
2024
Q3
$953K Hold
8,860
0.05% 319
2024
Q2
$940K Sell
8,860
-50
-0.6% -$5.31K 0.05% 309
2024
Q1
$1.09M Sell
8,910
-224
-2% -$27.3K 0.06% 290
2023
Q4
$800K Sell
9,134
-292
-3% -$25.6K 0.05% 331
2023
Q3
$704K Sell
9,426
-99
-1% -$7.39K 0.05% 341
2023
Q2
$562K Sell
9,525
-918
-9% -$54.2K 0.04% 381
2023
Q1
$333K Sell
10,443
-360
-3% -$11.5K 0.03% 406
2022
Q4
$360K Sell
10,803
-7,547
-41% -$251K 0.04% 374
2022
Q3
$485K Sell
18,350
-959
-5% -$25.4K 0.05% 326
2022
Q2
$553K Buy
19,309
+459
+2% +$13.1K 0.06% 297
2022
Q1
$815K Buy
18,850
+3,370
+22% +$146K 0.07% 278
2021
Q4
$712K Buy
+15,480
New +$712K 0.07% 290