Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
11,779
-879
-7% -$114K 0.14% 140
2025
Q1
$1.52M Sell
12,658
-80
-0.6% -$9.63K 0.15% 140
2024
Q4
$1.49M Sell
12,738
-2,343
-16% -$273K 0.14% 135
2024
Q3
$2.27M Buy
15,081
+1,190
+9% +$179K 0.23% 106
2024
Q2
$2.2M Buy
13,891
+4,054
+41% +$641K 0.26% 100
2024
Q1
$1.95M Buy
9,837
+73
+0.7% +$14.4K 0.25% 106
2023
Q4
$1.7M Sell
9,764
-1,186
-11% -$206K 0.24% 115
2023
Q3
$1.71M Buy
10,950
+65
+0.6% +$10.2K 0.23% 122
2023
Q2
$1.78M Buy
10,885
+937
+9% +$154K 0.26% 107
2023
Q1
$1.54M Buy
9,948
+75
+0.8% +$11.6K 0.24% 109
2022
Q4
$1.3M Buy
9,873
+3,505
+55% +$462K 0.23% 114
2022
Q3
$681K Buy
6,368
+1,418
+29% +$152K 0.17% 144
2022
Q2
$517K Buy
4,950
+1,794
+57% +$187K 0.15% 155
2022
Q1
$469K Buy
+3,156
New +$469K 0.12% 156