Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Buy
3,733
+29
+0.8% +$6.08K 0.31% 52
2025
Q1
$514K Sell
3,704
-1
-0% -$139 0.24% 61
2024
Q4
$634K Sell
3,705
-170
-4% -$29.1K 0.28% 58
2024
Q3
$592K Hold
3,875
0.28% 60
2024
Q2
$710K Buy
3,875
+635
+20% +$116K 0.35% 47
2024
Q1
$566K Buy
3,240
+152
+5% +$26.5K 0.31% 59
2023
Q4
$769K Sell
3,088
-5
-0.2% -$1.25K 0.51% 40
2023
Q3
$581K Buy
3,093
+13
+0.4% +$2.44K 0.44% 48
2023
Q2
$735K Sell
3,080
-760
-20% -$181K 0.52% 37
2023
Q1
$806K Sell
3,840
-19
-0.5% -$3.99K 0.6% 37
2022
Q4
$803K Buy
3,859
+19
+0.5% +$3.95K 0.6% 37
2022
Q3
$465K Sell
3,840
-10
-0.3% -$1.21K 0.4% 57
2022
Q2
$527K Buy
3,850
+66
+2% +$9.03K 0.41% 55
2022
Q1
$504K Buy
3,784
+299
+9% +$39.8K 0.38% 59
2021
Q4
$677K Buy
+3,485
New +$677K 0.53% 37