Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
29,970
-1,382
-4% -$72.5K 0.04% 312
2025
Q1
$1.49M Sell
31,352
-2,769
-8% -$131K 0.05% 284
2024
Q4
$2.14M Sell
34,121
-3,141
-8% -$197K 0.06% 244
2024
Q3
$2.14M Sell
37,262
-892
-2% -$51.3K 0.07% 242
2024
Q2
$1.58M Sell
38,154
-161
-0.4% -$6.67K 0.05% 310
2024
Q1
$1.71M Sell
38,315
-16,845
-31% -$753K 0.05% 318
2023
Q4
$2.38M Sell
55,160
-3,421
-6% -$148K 0.08% 247
2023
Q3
$1.76M Buy
58,581
+5,181
+10% +$156K 0.06% 283
2023
Q2
$1.56M Buy
53,400
+1,408
+3% +$41.2K 0.05% 316
2023
Q1
$1.52M Sell
51,992
-1,705
-3% -$50K 0.05% 309
2022
Q4
$1.49M Buy
+53,697
New +$1.49M 0.05% 311