Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
27,042
+487
+2% +$27.5K 0.21% 84
2025
Q1
$1.43M Buy
26,555
+62
+0.2% +$3.35K 0.21% 75
2024
Q4
$1.23M Buy
26,493
+442
+2% +$20.5K 0.17% 94
2024
Q3
$1.32M Sell
26,051
-209
-0.8% -$10.6K 0.19% 83
2024
Q2
$1.32M Buy
26,260
+517
+2% +$26K 0.2% 79
2024
Q1
$1.19M Sell
25,743
-127
-0.5% -$5.88K 0.18% 83
2023
Q4
$1.08M Buy
25,870
+338
+1% +$14.1K 0.17% 88
2023
Q3
$953K Buy
25,532
+223
+0.9% +$8.33K 0.18% 85
2023
Q2
$1.08M Sell
25,309
-1,133
-4% -$48.5K 0.2% 76
2023
Q1
$992K Buy
26,442
+209
+0.8% +$7.84K 0.2% 80
2022
Q4
$929K Sell
26,233
-1,270
-5% -$45K 0.18% 87
2022
Q3
$1.16M Buy
27,503
+900
+3% +$38K 0.24% 71
2022
Q2
$977K Buy
+26,603
New +$977K 0.2% 81