Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
5,625
-215
-4% -$39.9K 0.48% 49
2025
Q1
$1.22M Buy
5,840
+96
+2% +$20.1K 0.61% 37
2024
Q4
$1.02M Sell
5,744
-486
-8% -$86.4K 0.51% 46
2024
Q3
$1.23M Buy
6,230
+12
+0.2% +$2.37K 0.59% 43
2024
Q2
$1.07M Buy
6,218
+495
+9% +$84.9K 0.55% 45
2024
Q1
$1.04M Sell
5,723
-423
-7% -$77K 0.54% 48
2023
Q4
$952K Sell
6,146
-135
-2% -$20.9K 0.53% 47
2023
Q3
$936K Buy
6,281
+19
+0.3% +$2.83K 0.57% 45
2023
Q2
$844K Buy
6,262
+41
+0.7% +$5.52K 0.5% 48
2023
Q1
$991K Buy
6,221
+169
+3% +$26.9K 0.62% 47
2022
Q4
$978K Buy
6,052
+198
+3% +$32K 0.64% 43
2022
Q3
$786K Buy
5,854
+604
+12% +$81.1K 0.57% 47
2022
Q2
$804K Sell
5,250
-83
-2% -$12.7K 0.55% 51
2022
Q1
$864K Sell
5,333
-786
-13% -$127K 0.54% 54
2021
Q4
$828K Buy
6,119
+651
+12% +$88.1K 0.51% 54
2021
Q3
$590K Buy
5,468
+61
+1% +$6.58K 0.44% 64
2021
Q2
$609 Sell
5,407
-366
-6% -$41 0.28% 62
2021
Q1
$625 Buy
+5,773
New +$625 0.34% 59