Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$979K Buy
4,771
+19
+0.4% +$3.9K 0.76% 30
2025
Q1
$1.06M Sell
4,752
-48
-1% -$10.7K 0.88% 27
2024
Q4
$1.2M Buy
+4,800
New +$1.2M 1% 28
2023
Q3
$826K Buy
4,825
+147
+3% +$25.2K 0.94% 28
2023
Q2
$907K Sell
4,678
-115
-2% -$22.3K 1% 28
2023
Q1
$790K Sell
4,793
-99
-2% -$16.3K 0.91% 29
2022
Q4
$636K Sell
4,892
-418
-8% -$54.3K 0.78% 30
2022
Q3
$734K Buy
5,310
+486
+10% +$67.2K 0.99% 29
2022
Q2
$660K Buy
4,824
+3
+0.1% +$410 0.85% 29
2022
Q1
$842K Buy
4,821
+105
+2% +$18.3K 0.94% 29
2021
Q4
$837K Buy
+4,716
New +$837K 0.92% 28