Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.93M Buy
32,955
+469
+1% +$98.6K 0.44% 59
2025
Q1
$4.58M Sell
32,486
-11,546
-26% -$1.63M 0.31% 88
2024
Q4
$7.35M Buy
44,032
+1,018
+2% +$170K 0.49% 53
2024
Q3
$7.26M Sell
43,014
-1,287
-3% -$217K 0.48% 57
2024
Q2
$6.21M Buy
44,301
+26
+0.1% +$3.65K 0.43% 63
2024
Q1
$5.56M Buy
44,275
+1,126
+3% +$141K 0.39% 75
2023
Q4
$4.58M Buy
43,149
+1,135
+3% +$121K 0.35% 78
2023
Q3
$4.46M Buy
42,014
+11,528
+38% +$1.22M 0.36% 79
2023
Q2
$3.59M Buy
30,486
+163
+0.5% +$19.2K 0.29% 100
2023
Q1
$2.74M Buy
30,323
+71
+0.2% +$6.43K 0.23% 107
2022
Q4
$2.47M Sell
30,252
-446
-1% -$36.5K 0.22% 109
2022
Q3
$1.89M Sell
30,698
-351
-1% -$21.6K 0.18% 119
2022
Q2
$2.15M Buy
31,049
+51
+0.2% +$3.53K 0.2% 114
2022
Q1
$2.58M Buy
+30,998
New +$2.58M 0.22% 94