Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
15,159
+425
+3% +$34.3K 0.37% 81
2025
Q1
$1.29M Sell
14,734
-354
-2% -$31K 0.41% 79
2024
Q4
$1.49M Sell
15,088
-29
-0.2% -$2.87K 0.47% 67
2024
Q3
$1.7M Buy
15,117
+248
+2% +$27.9K 0.52% 62
2024
Q2
$2.01M Buy
14,869
+218
+1% +$29.5K 0.64% 55
2024
Q1
$2.06M Buy
14,651
+135
+0.9% +$19K 0.67% 55
2023
Q4
$1.74M Buy
14,516
+191
+1% +$22.9K 0.6% 57
2023
Q3
$1.35M Buy
14,325
+519
+4% +$48.7K 0.5% 65
2023
Q2
$1.53M Buy
13,806
+91
+0.7% +$10.1K 0.57% 59
2023
Q1
$1.12M Buy
13,715
+5,243
+62% +$430K 0.42% 71
2022
Q4
$556K Sell
8,472
-4,636
-35% -$304K 0.22% 95
2022
Q3
$1.09M Buy
+13,108
New +$1.09M 0.46% 70