Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
6,958
+437
+7% +$68.2K 0.82% 28
2025
Q1
$1.07M Sell
6,521
-371
-5% -$61.1K 0.99% 27
2024
Q4
$1.12M Buy
6,892
+199
+3% +$32.4K 1.02% 17
2024
Q3
$1.31M Buy
6,693
+208
+3% +$40.6K 1.44% 19
2024
Q2
$1.12M Buy
6,485
+825
+15% +$143K 1.35% 18
2024
Q1
$958K Sell
5,660
-93
-2% -$15.7K 1.39% 18
2023
Q4
$1.14M Buy
5,753
+481
+9% +$94.9K 1.79% 18
2023
Q3
$917K Sell
5,272
-564
-10% -$98.1K 1.58% 19
2023
Q2
$1.01M Buy
5,836
+8
+0.1% +$1.38K 1.52% 17
2023
Q1
$970K Buy
5,828
+336
+6% +$55.9K 1.55% 20
2022
Q4
$805K Sell
5,492
-134
-2% -$19.6K 1.32% 20
2022
Q3
$834K Sell
5,626
-52
-0.9% -$7.71K 1.32% 20
2022
Q2
$976K Sell
5,678
-32
-0.6% -$5.5K 1.48% 15
2022
Q1
$1.08M Buy
5,710
+73
+1% +$13.8K 1.16% 18
2021
Q4
$1.38M Buy
+5,637
New +$1.38M 1.36% 15