Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$942K Buy
6,582
+53
+0.8% +$7.59K 0.73% 42
2025
Q1
$1.09M Sell
6,529
-176
-3% -$29.4K 0.89% 37
2024
Q4
$971K Sell
6,705
-411
-6% -$59.5K 0.79% 40
2024
Q3
$1.05M Buy
7,116
+174
+3% +$25.6K 0.85% 38
2024
Q2
$1.09M Sell
6,942
-258
-4% -$40.4K 0.93% 35
2024
Q1
$1.14M Buy
7,200
+441
+7% +$69.6K 0.98% 33
2023
Q4
$1.01M Sell
6,759
-20
-0.3% -$2.98K 0.95% 33
2023
Q3
$1.14M Buy
6,779
+262
+4% +$44.2K 1.07% 28
2023
Q2
$1.03M Sell
6,517
-171
-3% -$26.9K 1.03% 28
2023
Q1
$1.14M Buy
6,688
+580
+9% +$98.6K 1.15% 20
2022
Q4
$1.06M Sell
6,108
-1,281
-17% -$223K 1.2% 20
2022
Q3
$1.12M Sell
7,389
-551
-7% -$83.6K 1.35% 13
2022
Q2
$1.16M Sell
7,940
-62
-0.8% -$9.04K 1.37% 14
2022
Q1
$1.29M Sell
8,002
-2,444
-23% -$393K 1.44% 12
2021
Q4
$1.41M Buy
+10,446
New +$1.41M 1.22% 14