Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3M Sell
42,553
-4,583
-10% -$323K 0.14% 142
2025
Q1
$3.45M Sell
47,136
-674
-1% -$49.4K 0.18% 114
2024
Q4
$3M Buy
47,810
+853
+2% +$53.4K 0.14% 128
2024
Q3
$3.1M Buy
46,957
+7
+0% +$462 0.15% 130
2024
Q2
$3.39M Buy
46,950
+447
+1% +$32.3K 0.18% 115
2024
Q1
$3.12M Sell
46,503
-257
-0.5% -$17.2K 0.17% 123
2023
Q4
$3.08M Buy
46,760
+646
+1% +$42.5K 0.19% 113
2023
Q3
$2.97M Buy
46,114
+6,884
+18% +$443K 0.2% 112
2023
Q2
$2.37M Sell
39,230
-704
-2% -$42.5K 0.16% 135
2023
Q1
$2.3M Sell
39,934
-5,058
-11% -$291K 0.16% 143
2022
Q4
$2.56M Buy
44,992
+403
+0.9% +$23K 0.18% 131
2022
Q3
$2.22M Buy
44,589
+4,438
+11% +$221K 0.17% 130
2022
Q2
$2.1M Sell
40,151
-2,537
-6% -$133K 0.15% 144
2022
Q1
$2.35M Buy
+42,688
New +$2.35M 0.14% 147