Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$679K Sell
33,775
-2,332
-6% -$46.9K 0.03% 363
2025
Q1
$875K Sell
36,107
-2,433
-6% -$59K 0.04% 289
2024
Q4
$1.3M Buy
38,540
+8,831
+30% +$298K 0.07% 213
2024
Q3
$1.43M Buy
29,709
+1,659
+6% +$79.6K 0.08% 193
2024
Q2
$1.32M Buy
28,050
+914
+3% +$43.1K 0.09% 175
2024
Q1
$1.6M Sell
27,136
-1,886
-6% -$111K 0.12% 144
2023
Q4
$1.57M Sell
29,022
-460
-2% -$24.8K 0.14% 134
2023
Q3
$1.47M Buy
29,482
+706
+2% +$35.3K 0.14% 133
2023
Q2
$1.48M Buy
28,776
+738
+3% +$37.9K 0.15% 131
2023
Q1
$1.56M Buy
28,038
+325
+1% +$18K 0.17% 121
2022
Q4
$1.47M Sell
27,713
-166
-0.6% -$8.79K 0.18% 117
2022
Q3
$1.2M Buy
27,879
+27,600
+9,892% +$1.18M 0.17% 118
2022
Q2
$13K Buy
+279
New +$13K ﹤0.01% 646