Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
9,210
+19
+0.2% +$3.53K 0.54% 47
2025
Q1
$1.93M Sell
9,191
-135
-1% -$28.3K 0.63% 37
2024
Q4
$1.66M Sell
9,326
-229
-2% -$40.7K 0.58% 41
2024
Q3
$1.89M Sell
9,555
-123
-1% -$24.3K 0.69% 34
2024
Q2
$1.66M Sell
9,678
-312
-3% -$53.5K 0.68% 36
2024
Q1
$1.82M Buy
9,990
+81
+0.8% +$14.7K 0.8% 31
2023
Q4
$1.54M Buy
9,909
+12
+0.1% +$1.86K 0.77% 31
2023
Q3
$1.48M Sell
9,897
-2,847
-22% -$424K 0.81% 31
2023
Q2
$1.72M Sell
12,744
-177
-1% -$23.8K 0.93% 25
2023
Q1
$2.06M Buy
12,921
+2,404
+23% +$383K 1.18% 19
2022
Q4
$1.7M Buy
10,517
+15
+0.1% +$2.43K 1.05% 21
2022
Q3
$1.41M Sell
10,502
-80
-0.8% -$10.7K 0.99% 22
2022
Q2
$1.62M Sell
10,582
-205
-2% -$31.4K 1.13% 16
2022
Q1
$1.75M Buy
10,787
+200
+2% +$32.4K 1.06% 20
2021
Q4
$1.43M Buy
+10,587
New +$1.43M 0.88% 22