Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$947K Sell
13,449
-97
-0.7% -$6.83K 0.02% 332
2025
Q1
$993K Buy
13,546
+52
+0.4% +$3.81K 0.02% 320
2024
Q4
$845K Sell
13,494
-13,705
-50% -$859K 0.02% 339
2024
Q3
$1.79M Buy
27,199
+1,785
+7% +$118K 0.04% 250
2024
Q2
$1.83M Sell
25,414
-480
-2% -$34.6K 0.04% 239
2024
Q1
$1.74M Sell
25,894
-429
-2% -$28.8K 0.04% 250
2023
Q4
$1.73M Buy
26,323
+12,946
+97% +$852K 0.05% 241
2023
Q3
$861K Sell
13,377
-65
-0.5% -$4.19K 0.02% 331
2023
Q2
$812K Buy
13,442
+195
+1% +$11.8K 0.02% 350
2023
Q1
$762K Sell
13,247
-300
-2% -$17.3K 0.02% 342
2022
Q4
$772K Sell
13,547
-45
-0.3% -$2.56K 0.02% 334
2022
Q3
$676K Buy
13,592
+170
+1% +$8.46K 0.02% 331
2022
Q2
$702K Buy
+13,422
New +$702K 0.02% 332