Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
24,708
-565
-2% -$39.8K 0.1% 180
2025
Q1
$1.85M Sell
25,273
-2,043
-7% -$150K 0.12% 166
2024
Q4
$1.71M Sell
27,316
-1,037
-4% -$65K 0.11% 173
2024
Q3
$1.87M Sell
28,353
-846
-3% -$55.8K 0.12% 159
2024
Q2
$2.11M Sell
29,199
-3,403
-10% -$246K 0.14% 148
2024
Q1
$2.19M Sell
32,602
-4,887
-13% -$328K 0.15% 147
2023
Q4
$2.47M Sell
37,489
-2,662
-7% -$175K 0.18% 132
2023
Q3
$2.59M Sell
40,151
-1,115
-3% -$71.8K 0.21% 127
2023
Q2
$2.49M Sell
41,266
-64
-0.2% -$3.87K 0.19% 143
2023
Q1
$2.38M Sell
41,330
-312
-0.7% -$18K 0.19% 137
2022
Q4
$2.37M Buy
41,642
+3,417
+9% +$195K 0.2% 136
2022
Q3
$1.9M Buy
38,225
+11,967
+46% +$595K 0.18% 143
2022
Q2
$1.37M Buy
26,258
+4,204
+19% +$220K 0.12% 164
2022
Q1
$1.21M Buy
+22,054
New +$1.21M 0.1% 184