Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.72M Buy
35,092
+999
+3% +$191K 0.03% 161
2025
Q1
$5.52M Sell
34,093
-185
-0.5% -$29.9K 0.03% 166
2024
Q4
$5.91M Sell
34,278
-1,204
-3% -$208K 0.03% 160
2024
Q3
$5.75M Buy
35,482
+243
+0.7% +$39.4K 0.03% 166
2024
Q2
$5.13M Buy
35,239
+1,348
+4% +$196K 0.03% 168
2024
Q1
$5.72M Buy
33,891
+122
+0.4% +$20.6K 0.03% 161
2023
Q4
$5.29M Buy
33,769
+418
+1% +$65.5K 0.03% 160
2023
Q3
$4.04M Buy
33,351
+309
+0.9% +$37.4K 0.03% 165
2023
Q2
$4.41M Buy
33,042
+215
+0.7% +$28.7K 0.03% 164
2023
Q1
$3.41M Buy
32,827
+577
+2% +$59.9K 0.02% 180
2022
Q4
$3.51M Sell
32,250
-351
-1% -$38.2K 0.02% 175
2022
Q3
$2.77M Buy
32,601
+5,301
+19% +$450K 0.02% 187
2022
Q2
$2.24M Buy
27,300
+9,773
+56% +$801K 0.01% 213
2022
Q1
$1.71M Buy
+17,527
New +$1.71M 0.01% 229