Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.68M Sell
9,076
-60
-0.7% -$17.7K 0.63% 30
2025
Q1
$2.27M Buy
9,136
+304
+3% +$75.6K 0.55% 33
2024
Q4
$1.94M Sell
8,832
-131
-1% -$28.8K 0.45% 49
2024
Q3
$1.98M Sell
8,963
-91
-1% -$20.1K 0.46% 45
2024
Q2
$1.57M Buy
9,054
+40
+0.4% +$6.92K 0.39% 68
2024
Q1
$1.72M Sell
9,014
-51
-0.6% -$9.74K 0.43% 56
2023
Q4
$1.48M Buy
9,065
+22
+0.2% +$3.6K 0.41% 66
2023
Q3
$1.27M Buy
9,043
+159
+2% +$22.3K 0.39% 69
2023
Q2
$1.19M Buy
8,884
+174
+2% +$23.3K 0.35% 69
2023
Q1
$1.14M Buy
8,710
+245
+3% +$32.1K 0.35% 71
2022
Q4
$1.19M Sell
8,465
-56
-0.7% -$7.89K 0.39% 62
2022
Q3
$1.01M Buy
8,521
+2,902
+52% +$345K 0.36% 70
2022
Q2
$793K Sell
5,619
-525
-9% -$74.1K 0.27% 92
2022
Q1
$799K Sell
6,144
-66
-1% -$8.58K 0.23% 103
2021
Q4
$830K Buy
+6,210
New +$830K 0.23% 97