Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
6,182
+8
+0.1% +$1.38K 0.71% 38
2025
Q1
$1.36M Sell
6,174
-1,214
-16% -$268K 0.95% 32
2024
Q4
$1.52M Sell
7,388
-207
-3% -$42.5K 1.06% 31
2024
Q3
$1.36M Buy
7,595
+44
+0.6% +$7.91K 0.9% 32
2024
Q2
$1.13M Buy
7,551
+175
+2% +$26.1K 0.79% 32
2024
Q1
$1.18M Sell
7,376
-879
-11% -$140K 0.83% 33
2023
Q4
$1.1M Sell
8,255
-155
-2% -$20.6K 0.8% 35
2023
Q3
$949K Buy
8,410
+30
+0.4% +$3.39K 0.77% 35
2023
Q2
$1.06M Sell
8,380
-416
-5% -$52.5K 0.81% 32
2023
Q1
$994K Sell
8,796
-1,560
-15% -$176K 0.77% 32
2022
Q4
$1.05M Sell
10,356
-131
-1% -$13.2K 0.84% 33
2022
Q3
$981K Sell
10,487
-40
-0.4% -$3.74K 0.85% 32
2022
Q2
$937K Sell
10,527
-318
-3% -$28.3K 0.75% 35
2022
Q1
$1.1M Buy
+10,845
New +$1.1M 0.79% 35