Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
13,077
-249
-2% -$19.7K 0.15% 123
2025
Q1
$1.2M Sell
13,326
-1,486
-10% -$133K 0.19% 105
2024
Q4
$1.47M Sell
14,812
-1,327
-8% -$132K 0.22% 95
2024
Q3
$1.83M Buy
16,139
+2,584
+19% +$293K 0.28% 87
2024
Q2
$1.68M Sell
13,555
-488
-3% -$60.4K 0.3% 80
2024
Q1
$1.85M Buy
14,043
+222
+2% +$29.3K 0.35% 72
2023
Q4
$1.51M Buy
13,821
+30
+0.2% +$3.27K 0.31% 79
2023
Q3
$1.42M Sell
13,791
-69
-0.5% -$7.1K 0.35% 72
2023
Q2
$1.6M Sell
13,860
-275
-2% -$31.7K 0.38% 66
2023
Q1
$1.5M Buy
14,135
+768
+6% +$81.7K 0.38% 69
2022
Q4
$1.48M Buy
13,367
+24
+0.2% +$2.66K 0.41% 69
2022
Q3
$1.15M Buy
+13,343
New +$1.15M 0.37% 75