Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.59M Buy
48,195
+1,534
+3% +$241K 0.06% 229
2025
Q1
$6.06M Sell
46,661
-5,581
-11% -$725K 0.08% 208
2024
Q4
$7.47M Buy
52,242
+5,014
+11% +$717K 0.09% 198
2024
Q3
$7.08M Sell
47,228
-445
-0.9% -$66.7K 0.08% 205
2024
Q2
$6.13M Buy
47,673
+1,219
+3% +$157K 0.08% 196
2024
Q1
$6.34M Buy
46,454
+2,033
+5% +$277K 0.09% 206
2023
Q4
$5.34M Buy
44,421
+43
+0.1% +$5.17K 0.08% 211
2023
Q3
$4.34M Sell
44,378
-842
-2% -$82.3K 0.07% 214
2023
Q2
$4.19M Buy
45,220
+2,015
+5% +$187K 0.07% 231
2023
Q1
$3.7M Buy
43,205
+12,773
+42% +$1.09M 0.07% 246
2022
Q4
$2.47M Buy
30,432
+4,724
+18% +$383K 0.05% 261
2022
Q3
$1.68M Buy
+25,708
New +$1.68M 0.04% 301
2022
Q2
Hold
0
745