Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.46M Sell
38,489
-1,194
-3% -$138K 0.26% 101
2025
Q1
$3.98M Sell
39,683
-265
-0.7% -$26.6K 0.25% 98
2024
Q4
$4.5M Buy
39,948
+1,273
+3% +$143K 0.29% 87
2024
Q3
$4.53M Buy
38,675
+7,819
+25% +$916K 0.29% 92
2024
Q2
$2.89M Buy
30,856
+1,163
+4% +$109K 0.2% 120
2024
Q1
$2.75M Sell
29,693
-68
-0.2% -$6.3K 0.19% 129
2023
Q4
$2.3M Buy
29,761
+646
+2% +$49.9K 0.17% 139
2023
Q3
$2.81M Buy
29,115
+553
+2% +$53.4K 0.23% 117
2023
Q2
$2.73M Buy
28,562
+1,555
+6% +$149K 0.21% 132
2023
Q1
$2.34M Buy
27,007
+909
+3% +$78.9K 0.19% 139
2022
Q4
$1.88M Sell
26,098
-493
-2% -$35.4K 0.16% 157
2022
Q3
$1.6M Sell
26,591
-218
-0.8% -$13.1K 0.15% 157
2022
Q2
$1.43M Buy
26,809
+3,515
+15% +$187K 0.13% 161
2022
Q1
$1.29M Buy
23,294
+9,583
+70% +$531K 0.1% 173
2021
Q4
$901K Buy
+13,711
New +$901K 0.07% 194