Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Sell
23,065
-436
-2% -$32.4K 0.56% 24
2025
Q1
$967K Sell
23,501
-674
-3% -$27.7K 0.34% 38
2024
Q4
$1.24M Buy
24,175
+3,678
+18% +$189K 0.44% 31
2024
Q3
$979K Sell
20,497
-1,029
-5% -$49.1K 0.36% 38
2024
Q2
$1.06M Buy
21,526
+764
+4% +$37.6K 0.43% 28
2024
Q1
$899K Buy
20,762
+4,238
+26% +$184K 0.37% 37
2023
Q4
$712K Buy
16,524
+395
+2% +$17K 0.33% 39
2023
Q3
$639K Buy
16,129
+1,016
+7% +$40.3K 0.33% 42
2023
Q2
$473K Sell
15,113
-79
-0.5% -$2.48K 0.24% 54
2023
Q1
$398K Buy
15,192
+900
+6% +$23.6K 0.21% 55
2022
Q4
$324K Sell
14,292
-4,809
-25% -$109K 0.21% 68
2022
Q3
$506K Buy
19,101
+3,681
+24% +$97.5K 0.38% 46
2022
Q2
$324K Buy
+15,420
New +$324K 0.25% 56