Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
8,652
-299
-3% -$54.8K 0.01% 415
2025
Q1
$1.57M Buy
8,951
+922
+11% +$162K 0.01% 423
2024
Q4
$1.51M Buy
8,029
+401
+5% +$75.2K 0.02% 336
2024
Q3
$1.46M Buy
7,628
+166
+2% +$31.8K 0.02% 320
2024
Q2
$1.35M Buy
7,462
+1,788
+32% +$323K 0.02% 314
2024
Q1
$1.01M Sell
5,674
-87
-2% -$15.4K 0.01% 350
2023
Q4
$886K Sell
5,761
-433
-7% -$66.6K 0.01% 337
2023
Q3
$864K Buy
6,194
+841
+16% +$117K 0.01% 317
2023
Q2
$790K Buy
5,353
+340
+7% +$50.2K 0.01% 327
2023
Q1
$762K Buy
5,013
+460
+10% +$69.9K 0.01% 332
2022
Q4
$617K Buy
4,553
+215
+5% +$29.1K 0.01% 354
2022
Q3
$506K Sell
4,338
-2,300
-35% -$268K 0.01% 335
2022
Q2
$805K Buy
6,638
+3,181
+92% +$386K 0.02% 278
2022
Q1
$542K Buy
+3,457
New +$542K 0.01% 339