Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.8M Sell
53,047
-245
-0.5% -$17.6K 0.58% 54
2025
Q1
$4.04M Buy
53,292
+2,305
+5% +$175K 0.67% 46
2024
Q4
$4.17M Sell
50,987
-545
-1% -$44.6K 0.69% 41
2024
Q3
$3.47M Buy
51,532
+95
+0.2% +$6.39K 0.57% 56
2024
Q2
$3.81M Sell
51,437
-20
-0% -$1.48K 0.67% 47
2024
Q1
$4.04M Buy
51,457
+5,690
+12% +$447K 0.74% 44
2023
Q4
$2.86M Sell
45,767
-2,585
-5% -$162K 0.58% 52
2023
Q3
$2.51M Sell
48,352
-245
-0.5% -$12.7K 0.56% 54
2023
Q2
$2.59M Buy
48,597
+50
+0.1% +$2.66K 0.54% 60
2023
Q1
$2.4M Buy
48,547
+922
+2% +$45.6K 0.54% 62
2022
Q4
$2.23M Sell
47,625
-100
-0.2% -$4.69K 0.52% 65
2022
Q3
$2.04M Buy
47,725
+1,700
+4% +$72.7K 0.5% 62
2022
Q2
$1.84M Buy
46,025
+95
+0.2% +$3.8K 0.42% 72
2022
Q1
$1.93M Buy
+45,930
New +$1.93M 0.37% 77