Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.33M Sell
19,424
-565
-3% -$126K 0.63% 47
2025
Q1
$4.11M Buy
19,989
+243
+1% +$49.9K 0.64% 47
2024
Q4
$3.61M Sell
19,746
-5,362
-21% -$980K 0.54% 55
2024
Q3
$5.17M Buy
25,108
+496
+2% +$102K 0.8% 39
2024
Q2
$4.31M Buy
24,612
+128
+0.5% +$22.4K 0.76% 42
2024
Q1
$4.2M Sell
24,484
-124
-0.5% -$21.3K 0.79% 41
2023
Q4
$3.71M Buy
24,608
+248
+1% +$37.4K 0.77% 40
2023
Q3
$2.93M Sell
24,360
-152
-0.6% -$18.3K 0.72% 43
2023
Q2
$3.05M Sell
24,512
-20
-0.1% -$2.49K 0.73% 42
2023
Q1
$2.84M Buy
24,532
+100
+0.4% +$11.6K 0.72% 45
2022
Q4
$2.76M Buy
24,432
+1,240
+5% +$140K 0.75% 38
2022
Q3
$2.25M Buy
+23,192
New +$2.25M 0.72% 46