Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51M Sell
34,863
-695
-2% -$50.1K 0.16% 133
2025
Q1
$2.25M Sell
35,558
-37,522
-51% -$2.37M 0.15% 132
2024
Q4
$5.46M Sell
73,080
-6,762
-8% -$505K 0.36% 73
2024
Q3
$7.14M Sell
79,842
-144
-0.2% -$12.9K 0.48% 60
2024
Q2
$7.53M Buy
79,986
+29,107
+57% +$2.74M 0.52% 54
2024
Q1
$4.78M Buy
50,879
+27,877
+121% +$2.62M 0.34% 80
2023
Q4
$2.5M Sell
23,002
-900
-4% -$97.9K 0.19% 123
2023
Q3
$2.14M Buy
23,902
+584
+3% +$52.3K 0.17% 126
2023
Q2
$2.64M Sell
23,318
-932
-4% -$106K 0.21% 117
2023
Q1
$2.91M Buy
24,250
+2,116
+10% +$254K 0.24% 101
2022
Q4
$2.59M Sell
22,134
-429
-2% -$50.2K 0.23% 104
2022
Q3
$2.15M Buy
22,563
+227
+1% +$21.6K 0.21% 112
2022
Q2
$2.31M Sell
22,336
-11
-0% -$1.14K 0.21% 109
2022
Q1
$3.1M Buy
+22,347
New +$3.1M 0.27% 88