Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Sell
28,977
-1,040
-3% -$73.2K 0.07% 223
2025
Q1
$2.2M Buy
30,017
+51
+0.2% +$3.74K 0.08% 194
2024
Q4
$1.88M Buy
29,966
+133
+0.4% +$8.33K 0.07% 225
2024
Q3
$1.97M Sell
29,833
-172
-0.6% -$11.3K 0.07% 220
2024
Q2
$2.17M Sell
30,005
-2,113
-7% -$153K 0.08% 213
2024
Q1
$2.15M Buy
32,118
+1,295
+4% +$86.8K 0.08% 225
2023
Q4
$2.03M Sell
30,823
-845
-3% -$55.6K 0.09% 237
2023
Q3
$2.04M Sell
31,668
-1,054
-3% -$67.9K 0.1% 220
2023
Q2
$1.98M Buy
32,722
+995
+3% +$60.1K 0.09% 229
2023
Q1
$1.83M Buy
31,727
+416
+1% +$23.9K 0.09% 238
2022
Q4
$1.78M Sell
31,311
-220
-0.7% -$12.5K 0.09% 217
2022
Q3
$1.57M Buy
31,531
+2,051
+7% +$102K 0.09% 233
2022
Q2
$1.54M Buy
29,480
+8,155
+38% +$426K 0.08% 240
2022
Q1
$1.17M Buy
+21,325
New +$1.17M 0.05% 310