Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
3,642
-2
-0.1% -$710 0.14% 60
2025
Q1
$1.28M Sell
3,644
-12
-0.3% -$4.21K 0.16% 53
2024
Q4
$1.16M Buy
3,656
+26
+0.7% +$8.22K 0.14% 52
2024
Q3
$998K Buy
3,630
+86
+2% +$23.6K 0.11% 57
2024
Q2
$930K Sell
3,544
-50
-1% -$13.1K 0.11% 59
2024
Q1
$1M Sell
3,594
-31
-0.9% -$8.65K 0.12% 54
2023
Q4
$944K Sell
3,625
-452
-11% -$118K 0.13% 52
2023
Q3
$965K Buy
4,077
+15
+0.4% +$3.55K 0.14% 53
2023
Q2
$965K Hold
4,062
0.13% 52
2023
Q1
$916K Hold
4,062
0.14% 46
2022
Q4
$844K Sell
4,062
-65
-2% -$13.5K 0.14% 44
2022
Q3
$733K Buy
4,127
+65
+2% +$11.5K 0.13% 46
2022
Q2
$800K Buy
4,062
+69
+2% +$13.6K 0.14% 46
2022
Q1
$886K Buy
3,993
+77
+2% +$17.1K 0.12% 44
2021
Q4
$849K Buy
+3,916
New +$849K 0.12% 51