Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$749K Sell
3,305
-1
-0% -$226 0.05% 176
2025
Q1
$549K Buy
3,306
+88
+3% +$14.6K 0.04% 187
2024
Q4
$636K Sell
3,218
-17
-0.5% -$3.36K 0.04% 188
2024
Q3
$562K Sell
3,235
-2
-0.1% -$347 0.03% 182
2024
Q2
$563K Sell
3,237
-5
-0.2% -$869 0.03% 238
2024
Q1
$441K Sell
3,242
-51
-2% -$6.94K 0.03% 259
2023
Q4
$342K Sell
3,293
-472
-13% -$49.1K 0.02% 271
2023
Q3
$327K Sell
3,765
-632
-14% -$54.9K 0.02% 271
2023
Q2
$444K Sell
4,397
-196
-4% -$19.8K 0.03% 259
2023
Q1
$427K Sell
4,593
-56,899
-93% -$5.29M 0.03% 264
2022
Q4
$4.58M Sell
61,492
-3,983
-6% -$297K 0.32% 92
2022
Q3
$4.49M Buy
65,475
+10,309
+19% +$707K 0.33% 89
2022
Q2
$4.51M Sell
55,166
-198
-0.4% -$16.2K 0.31% 98
2022
Q1
$5.77M Buy
+55,364
New +$5.77M 0.33% 92