Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.09M Sell
43,905
-1,740
-4% -$123K 0.04% 225
2025
Q1
$3.34M Buy
45,645
+6,402
+16% +$469K 0.05% 214
2024
Q4
$2.46M Sell
39,243
-13
-0% -$814 0.03% 234
2024
Q3
$2.59M Sell
39,256
-122
-0.3% -$8.05K 0.04% 226
2024
Q2
$2.84M Buy
39,378
+352
+0.9% +$25.4K 0.04% 221
2024
Q1
$2.62M Sell
39,026
-469
-1% -$31.4K 0.04% 228
2023
Q4
$2.6M Sell
39,495
-24,762
-39% -$1.63M 0.04% 224
2023
Q3
$4.14M Sell
64,257
-79
-0.1% -$5.09K 0.07% 204
2023
Q2
$3.88M Sell
64,336
-3,893
-6% -$235K 0.07% 211
2023
Q1
$3.93M Sell
68,229
-17,346
-20% -$998K 0.07% 206
2022
Q4
$4.87M Sell
85,575
-30,489
-26% -$1.74M 0.09% 190
2022
Q3
$5.78M Sell
116,064
-2,522
-2% -$125K 0.13% 154
2022
Q2
$6.2M Sell
118,586
-1,229
-1% -$64.3K 0.14% 154
2022
Q1
$6.58M Buy
+119,815
New +$6.58M 0.13% 164