Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Sell
32,815
-853
-3% -$58.2K 0.25% 70
2025
Q1
$2M Buy
33,668
+13,026
+63% +$775K 0.23% 76
2024
Q4
$1.25M Sell
20,642
-11,265
-35% -$681K 0.14% 87
2024
Q3
$2.3M Sell
31,907
-2,125
-6% -$153K 0.25% 73
2024
Q2
$2.4M Sell
34,032
-1,700
-5% -$120K 0.28% 68
2024
Q1
$2.85M Sell
35,732
-1,196
-3% -$95.3K 0.33% 66
2023
Q4
$3.31M Sell
36,928
-3,241
-8% -$291K 0.41% 59
2023
Q3
$3.96M Buy
40,169
+382
+1% +$37.7K 0.55% 53
2023
Q2
$4.06M Buy
39,787
+6,934
+21% +$708K 0.54% 56
2023
Q1
$3.69M Buy
32,853
+870
+3% +$97.6K 0.53% 55
2022
Q4
$2.98M Sell
31,983
-13,249
-29% -$1.23M 0.44% 62
2022
Q3
$3.54M Sell
45,232
-3,929
-8% -$307K 0.54% 57
2022
Q2
$4.38M Buy
49,161
+5,511
+13% +$491K 0.56% 57
2022
Q1
$5.23M Buy
43,650
+7,261
+20% +$869K 0.56% 58
2021
Q4
$6M Buy
36,389
+2,617
+8% +$432K 0.58% 56
2021
Q3
$5.03M Buy
+33,772
New +$5.03M 0.54% 56