Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.69M Sell
7,523
-1,684
-18% -$601K 0.55% 56
2025
Q1
$2.5M Buy
9,207
+621
+7% +$169K 0.56% 53
2024
Q4
$2.85M Sell
8,586
-380
-4% -$126K 0.62% 50
2024
Q3
$2.97M Sell
8,966
-144
-2% -$47.7K 0.68% 45
2024
Q2
$2.86M Buy
9,110
+24
+0.3% +$7.53K 0.71% 41
2024
Q1
$2.84M Sell
9,086
-143
-2% -$44.7K 0.72% 44
2023
Q4
$2.22M Buy
9,229
+167
+2% +$40.2K 0.62% 48
2023
Q3
$1.93M Sell
9,062
-18
-0.2% -$3.84K 0.59% 49
2023
Q2
$1.83M Buy
9,080
+300
+3% +$60.3K 0.56% 48
2023
Q1
$1.5M Buy
8,780
+477
+6% +$81.7K 0.49% 50
2022
Q4
$1.35M Buy
+8,303
New +$1.35M 0.45% 52