Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Sell
713
-9
-1% -$8.91K 0.45% 29
2025
Q1
$683K Buy
722
+34
+5% +$32.1K 0.46% 28
2024
Q4
$631K Buy
688
+2
+0.3% +$1.83K 0.41% 28
2024
Q3
$607K Sell
686
-20
-3% -$17.7K 0.4% 27
2024
Q2
$600K Sell
706
-132
-16% -$112K 0.42% 26
2024
Q1
$614K Sell
838
-13
-2% -$9.52K 0.44% 22
2023
Q4
$562K Sell
851
-43
-5% -$28.4K 0.43% 22
2023
Q3
$505K Sell
894
-24
-3% -$13.6K 0.43% 21
2023
Q2
$494K Sell
918
-30
-3% -$16.2K 0.41% 20
2023
Q1
$471K Sell
948
-169
-15% -$84K 0.39% 20
2022
Q4
$510K Buy
1,117
+13
+1% +$5.94K 0.46% 22
2022
Q3
$521K Sell
1,104
-87
-7% -$41.1K 0.53% 21
2022
Q2
$571K Sell
1,191
-232
-16% -$111K 0.54% 21
2022
Q1
$819K Sell
1,423
-210
-13% -$121K 0.64% 22
2021
Q4
$927K Buy
+1,633
New +$927K 0.74% 21