Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
41,436
+1,447
+4% +$55.6K 0.43% 51
2025
Q1
$1.55M Sell
39,989
-1,154
-3% -$44.7K 0.44% 51
2024
Q4
$1.39M Buy
41,143
+1,207
+3% +$40.8K 0.38% 55
2024
Q3
$1.63M Buy
39,936
+3,151
+9% +$129K 0.49% 47
2024
Q2
$1.42M Sell
36,785
-1,758
-5% -$67.7K 0.44% 53
2024
Q1
$1.65M Sell
38,543
-1,042
-3% -$44.7K 0.56% 42
2023
Q4
$1.47M Sell
39,585
-1,426
-3% -$52.8K 0.52% 47
2023
Q3
$1.49M Sell
41,011
-1,430
-3% -$51.8K 0.6% 43
2023
Q2
$1.51M Buy
42,441
+1,786
+4% +$63.7K 0.57% 45
2023
Q1
$1.45M Buy
40,655
+388
+1% +$13.8K 0.56% 48
2022
Q4
$1.41M Buy
+40,267
New +$1.41M 0.58% 49