Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Sell
20,026
-12
-0.1% -$1.27K 0.65% 43
2025
Q1
$2.23M Sell
20,038
-1,263
-6% -$140K 0.71% 45
2024
Q4
$2.2M Sell
21,301
-224
-1% -$23.2K 0.68% 47
2024
Q3
$2.41M Sell
21,525
-144
-0.7% -$16.1K 0.72% 44
2024
Q2
$1.94M Sell
21,669
-700
-3% -$62.5K 0.62% 48
2024
Q1
$1.92M Sell
22,369
-189
-0.8% -$16.2K 0.62% 47
2023
Q4
$1.86M Sell
22,558
-1,160
-5% -$95.7K 0.64% 47
2023
Q3
$1.82M Buy
23,718
+194
+0.8% +$14.9K 0.7% 47
2023
Q2
$1.64M Sell
23,524
-222
-0.9% -$15.5K 0.61% 49
2023
Q1
$1.53M Sell
23,746
-1,540
-6% -$99.4K 0.6% 49
2022
Q4
$1.82M Buy
+25,286
New +$1.82M 0.75% 49