Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
30,064
+7,099
+31% +$309K 0.02% 539
2025
Q1
$1.16M Sell
22,965
-6,687
-23% -$338K 0.02% 562
2024
Q4
$1.27M Sell
29,652
-9,269
-24% -$398K 0.03% 531
2024
Q3
$1.28M Sell
38,921
-668
-2% -$22K 0.03% 503
2024
Q2
$1.27M Buy
39,589
+668
+2% +$21.5K 0.03% 506
2024
Q1
$1.28M Buy
38,921
+8,527
+28% +$281K 0.03% 503
2023
Q4
$1.05M Sell
30,394
-3,708
-11% -$129K 0.03% 523
2023
Q3
$1.23M Buy
34,102
+20,545
+152% +$744K 0.04% 423
2023
Q2
$509K Sell
13,557
-1,515
-10% -$56.9K 0.02% 642
2023
Q1
$697K Buy
15,072
+2,046
+16% +$94.6K 0.03% 554
2022
Q4
$603K Buy
13,026
+1,567
+14% +$72.6K 0.03% 514
2022
Q3
$502K Buy
11,459
+1,773
+18% +$77.7K 0.03% 492
2022
Q2
$410K Buy
9,686
+1,497
+18% +$63.4K 0.03% 531
2022
Q1
$356K Buy
8,189
+2,286
+39% +$99.4K 0.02% 554
2021
Q4
$313K Buy
+5,903
New +$313K 0.02% 518