Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.56M Sell
29,956
-3,052
-9% -$465K 0.04% 236
2025
Q1
$4.85M Buy
33,008
+9,519
+41% +$1.4M 0.04% 232
2024
Q4
$3.03M Buy
23,489
+2,734
+13% +$353K 0.03% 220
2024
Q3
$2.84M Buy
20,755
+40
+0.2% +$5.47K 0.03% 225
2024
Q2
$2.12M Sell
20,715
-2,574
-11% -$263K 0.02% 253
2024
Q1
$2.07M Sell
23,289
-736
-3% -$65.3K 0.03% 240
2023
Q4
$2.2M Sell
24,025
-1,345
-5% -$123K 0.03% 209
2023
Q3
$1.99M Sell
25,370
-743
-3% -$58.2K 0.03% 209
2023
Q2
$2.19M Buy
26,113
+74
+0.3% +$6.19K 0.03% 192
2023
Q1
$2.29M Sell
26,039
-3,466
-12% -$305K 0.04% 182
2022
Q4
$2.96M Buy
29,505
+2,074
+8% +$208K 0.05% 160
2022
Q3
$2.53M Buy
27,431
+5,736
+26% +$530K 0.05% 153
2022
Q2
$2.35M Buy
21,695
+4,660
+27% +$504K 0.05% 159
2022
Q1
$2.12M Buy
17,035
+2,147
+14% +$267K 0.04% 174
2021
Q4
$2.21M Buy
+14,888
New +$2.21M 0.04% 153