Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
139,827
-17,282
-11% -$188K 0.04% 369
2025
Q1
$1.58M Buy
157,109
+25,461
+19% +$255K 0.04% 361
2024
Q4
$1.3M Buy
131,648
+6,555
+5% +$64.9K 0.04% 376
2024
Q3
$1.32M Buy
125,093
+2,239
+2% +$23.6K 0.04% 387
2024
Q2
$1.54M Sell
122,854
-1,240
-1% -$15.6K 0.05% 317
2024
Q1
$1.65M Sell
124,094
-2,817
-2% -$37.4K 0.06% 302
2023
Q4
$1.55M Sell
126,911
-15,938
-11% -$194K 0.06% 299
2023
Q3
$1.77M Buy
142,849
+24,373
+21% +$303K 0.09% 244
2023
Q2
$1.79M Sell
118,476
-18,933
-14% -$286K 0.1% 219
2023
Q1
$1.73M Buy
137,409
+41,516
+43% +$523K 0.11% 194
2022
Q4
$1.12M Buy
95,893
+37,162
+63% +$432K 0.1% 233
2022
Q3
$658K Buy
58,731
+616
+1% +$6.9K 0.11% 217
2022
Q2
$647K Sell
58,115
-3,915
-6% -$43.6K 0.1% 225
2022
Q1
$1.05M Buy
62,030
+27,810
+81% +$470K 0.13% 150
2021
Q4
$711K Buy
+34,220
New +$711K 0.2% 120