Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
13,861
+235
+2% +$28.8K 0.03% 271
2025
Q1
$1.24M Sell
13,626
-199
-1% -$18.1K 0.02% 292
2024
Q4
$1.59M Buy
13,825
+1,159
+9% +$134K 0.03% 258
2024
Q3
$1.5M Buy
12,666
+17
+0.1% +$2.02K 0.03% 223
2024
Q2
$1.74M Sell
12,649
-1,948
-13% -$269K 0.04% 196
2024
Q1
$1.67M Sell
14,597
-585
-4% -$66.8K 0.04% 200
2023
Q4
$1.16M Sell
15,182
-5,017
-25% -$384K 0.03% 235
2023
Q3
$1.39M Buy
20,199
+111
+0.6% +$7.65K 0.04% 208
2023
Q2
$1.09M Sell
20,088
-1,568
-7% -$84.8K 0.03% 251
2023
Q1
$871K Buy
21,656
+337
+2% +$13.6K 0.03% 290
2022
Q4
$857K Buy
21,319
+31
+0.1% +$1.25K 0.03% 291
2022
Q3
$727K Buy
21,288
+363
+2% +$12.4K 0.03% 241
2022
Q2
$967K Buy
20,925
+9,073
+77% +$419K 0.05% 225
2022
Q1
$595K Buy
+11,852
New +$595K 0.03% 294