Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$966K Sell
15,898
-1,838
-10% -$112K 0.02% 373
2025
Q1
$1.02M Sell
17,736
-4,368
-20% -$251K 0.02% 319
2024
Q4
$1.09M Sell
22,104
-1,701
-7% -$84.1K 0.02% 319
2024
Q3
$1.08M Sell
23,805
-977
-4% -$44.2K 0.02% 267
2024
Q2
$1.08M Sell
24,782
-403
-2% -$17.5K 0.03% 247
2024
Q1
$991K Sell
25,185
-2,327
-8% -$91.6K 0.02% 274
2023
Q4
$1.12M Sell
27,512
-2,835
-9% -$115K 0.03% 241
2023
Q3
$1.2M Sell
30,347
-3,846
-11% -$152K 0.04% 225
2023
Q2
$1.35M Sell
34,193
-19,552
-36% -$775K 0.04% 222
2023
Q1
$1.83M Sell
53,745
-19,646
-27% -$671K 0.06% 201
2022
Q4
$2.29M Buy
+73,391
New +$2.29M 0.08% 182
2018
Q4
Sell
-25,718
Closed -$1.08M 162
2018
Q3
$1.08M Sell
25,718
-285
-1% -$11.9K 0.1% 101
2018
Q2
$1.16M Sell
26,003
-263
-1% -$11.7K 0.11% 93
2018
Q1
$1.17M Buy
+26,266
New +$1.17M 0.12% 86