Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.54M Buy
36,068
+2,639
+8% +$186K 0.02% 456
2025
Q1
$2.45M Sell
33,429
-4,368
-12% -$320K 0.02% 450
2024
Q4
$2.37M Sell
37,797
-1,424
-4% -$89.2K 0.01% 451
2024
Q3
$2.59M Sell
39,221
-1,145
-3% -$75.5K 0.02% 445
2024
Q2
$2.91M Sell
40,366
-3,890
-9% -$281K 0.02% 414
2024
Q1
$2.97M Sell
44,256
-12,699
-22% -$851K 0.02% 424
2023
Q4
$3.75M Sell
56,955
-150
-0.3% -$9.87K 0.03% 360
2023
Q3
$3.68M Buy
57,105
+1,528
+3% +$98.4K 0.03% 329
2023
Q2
$3.36M Buy
55,577
+5,854
+12% +$353K 0.03% 368
2023
Q1
$2.86M Buy
49,723
+3,563
+8% +$205K 0.02% 382
2022
Q4
$2.63M Sell
46,160
-210
-0.5% -$12K 0.02% 394
2022
Q3
$2.31M Buy
46,370
+4,323
+10% +$215K 0.02% 409
2022
Q2
$2.2M Buy
42,047
+123
+0.3% +$6.43K 0.02% 429
2022
Q1
$2.3M Buy
+41,924
New +$2.3M 0.02% 441