Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
10,280
-702
-6% -$128K 0.12% 157
2025
Q1
$2.25M Sell
10,982
-90
-0.8% -$18.5K 0.15% 130
2024
Q4
$1.95M Buy
11,072
+182
+2% +$32.1K 0.13% 146
2024
Q3
$2.12M Buy
10,890
+820
+8% +$160K 0.14% 142
2024
Q2
$1.7M Buy
10,070
+532
+6% +$89.9K 0.12% 153
2024
Q1
$1.74M Sell
9,538
-650
-6% -$118K 0.12% 145
2023
Q4
$1.58M Buy
10,188
+12
+0.1% +$1.86K 0.12% 152
2023
Q3
$1.55M Sell
10,176
-77
-0.8% -$11.7K 0.13% 142
2023
Q2
$1.37M Sell
10,253
-936
-8% -$125K 0.11% 153
2023
Q1
$1.77M Buy
11,189
+1,209
+12% +$191K 0.15% 137
2022
Q4
$1.61M Sell
9,980
-1,006
-9% -$163K 0.14% 130
2022
Q3
$1.57M Sell
10,986
-55
-0.5% -$7.85K 0.15% 130
2022
Q2
$1.7M Buy
11,041
+617
+6% +$95.1K 0.16% 129
2022
Q1
$1.71M Buy
+10,424
New +$1.71M 0.15% 122