Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Buy
14,224
+1,976
+16% +$301K 0.06% 265
2025
Q1
$1.8M Buy
12,248
+722
+6% +$106K 0.06% 255
2024
Q4
$1.49M Sell
11,526
-975
-8% -$126K 0.04% 317
2024
Q3
$1.71M Sell
12,501
-6,722
-35% -$919K 0.05% 282
2024
Q2
$1.96M Sell
19,223
-3,079
-14% -$315K 0.06% 281
2024
Q1
$1.98M Sell
22,302
-362
-2% -$32.1K 0.06% 292
2023
Q4
$2.07M Buy
22,664
+2,355
+12% +$215K 0.07% 270
2023
Q3
$1.59M Sell
20,309
-1,522
-7% -$119K 0.06% 298
2023
Q2
$1.83M Sell
21,831
-3,445
-14% -$288K 0.06% 289
2023
Q1
$2.22M Sell
25,276
-607
-2% -$53.3K 0.07% 232
2022
Q4
$2.6M Buy
+25,883
New +$2.6M 0.09% 198