Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Sell
5,808
-316
-5% -$88.2K 0.22% 80
2025
Q1
$1.91M Buy
6,124
+134
+2% +$41.7K 0.28% 69
2024
Q4
$1.56M Sell
5,990
-322
-5% -$83.9K 0.24% 76
2024
Q3
$2.03M Sell
6,312
-2,209
-26% -$712K 0.3% 60
2024
Q2
$2.66M Buy
8,521
+1,310
+18% +$409K 0.4% 45
2024
Q1
$2.05M Buy
7,211
+1
+0% +$284 0.3% 69
2023
Q4
$2.08M Sell
7,210
-898
-11% -$259K 0.3% 72
2023
Q3
$2.18M Sell
8,108
-406
-5% -$109K 0.37% 66
2023
Q2
$1.89M Buy
8,514
+459
+6% +$102K 0.32% 71
2023
Q1
$1.88M Sell
8,055
-5,138
-39% -$1.2M 0.39% 61
2022
Q4
$3.46M Buy
13,193
+1,343
+11% +$352K 0.8% 30
2022
Q3
$2.67M Buy
11,850
+427
+4% +$96.2K 0.71% 32
2022
Q2
$2.78M Buy
11,423
+1,266
+12% +$308K 0.59% 38
2022
Q1
$2.46M Buy
10,157
+2,022
+25% +$489K 0.44% 45
2021
Q4
$1.83M Buy
8,135
+336
+4% +$75.6K 0.32% 63
2021
Q3
$1.61M Buy
7,799
+141
+2% +$29.1K 0.3% 77
2021
Q2
$1.75M Sell
7,658
-49
-0.6% -$11.2K 0.42% 47
2021
Q1
$1.97M Buy
+7,707
New +$1.97M 0.5% 39