Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.38M Sell
82,126
-730
-0.9% -$21.1K 0.49% 61
2025
Q1
$2.34M Sell
82,856
-955
-1% -$27K 0.52% 58
2024
Q4
$1.91M Buy
83,811
+490
+0.6% +$11.2K 0.42% 65
2024
Q3
$1.83M Buy
83,321
+482
+0.6% +$10.6K 0.42% 58
2024
Q2
$1.58M Buy
82,839
+2,224
+3% +$42.5K 0.39% 63
2024
Q1
$1.42M Sell
80,615
-29,408
-27% -$518K 0.36% 62
2023
Q4
$1.85M Buy
110,023
+9,980
+10% +$167K 0.51% 55
2023
Q3
$1.5M Buy
100,043
+42,316
+73% +$636K 0.46% 57
2023
Q2
$921K Buy
57,727
+5,838
+11% +$93.1K 0.28% 62
2023
Q1
$999K Buy
51,889
+1,407
+3% +$27.1K 0.32% 62
2022
Q4
$976K Buy
+50,482
New +$976K 0.32% 59