Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
17,710
-38
-0.2% -$4.28K 0.02% 367
2025
Q1
$1.99M Buy
17,748
+239
+1% +$26.8K 0.02% 376
2024
Q4
$1.96M Buy
17,509
+679
+4% +$75.9K 0.02% 284
2024
Q3
$2.34M Buy
16,830
+19
+0.1% +$2.65K 0.03% 253
2024
Q2
$1.98M Buy
16,811
+41
+0.2% +$4.82K 0.02% 265
2024
Q1
$2.19M Hold
16,770
0.03% 229
2023
Q4
$2.08M Sell
16,770
-1,171
-7% -$146K 0.03% 222
2023
Q3
$1.89M Hold
17,941
0.03% 217
2023
Q2
$2.02M Sell
17,941
-39
-0.2% -$4.39K 0.03% 199
2023
Q1
$1.93M Buy
17,980
+39
+0.2% +$4.19K 0.03% 197
2022
Q4
$1.99M Sell
17,941
-2,644
-13% -$293K 0.04% 196
2022
Q3
$1.82M Hold
20,585
0.04% 186
2022
Q2
$1.92M Hold
20,585
0.04% 178
2022
Q1
$1.9M Buy
20,585
+25
+0.1% +$2.3K 0.04% 186
2021
Q4
$1.72M Buy
+20,560
New +$1.72M 0.03% 175