Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
54,167
+452
+0.8% +$13.5K 0.69% 36
2025
Q1
$1.82M Sell
53,715
-284
-0.5% -$9.6K 0.84% 28
2024
Q4
$1.6M Sell
53,999
-1,633
-3% -$48.3K 0.72% 33
2024
Q3
$1.75M Buy
55,632
+290
+0.5% +$9.1K 0.8% 30
2024
Q2
$2M Sell
55,342
-140
-0.3% -$5.05K 1.01% 25
2024
Q1
$2.09M Buy
55,482
+327
+0.6% +$12.3K 1.12% 26
2023
Q4
$1.95M Buy
55,155
+398
+0.7% +$14.1K 1.09% 25
2023
Q3
$2.12M Sell
54,757
-533
-1% -$20.6K 1.28% 22
2023
Q2
$1.95M Sell
55,290
-1,335
-2% -$47.1K 1.14% 24
2023
Q1
$2.15M Sell
56,625
-246
-0.4% -$9.33K 1.31% 24
2022
Q4
$1.99M Buy
+56,871
New +$1.99M 1.26% 24