Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Sell
4,664
-110
-2% -$36.4K 0.43% 40
2025
Q1
$1.57M Buy
4,774
+97
+2% +$31.9K 0.45% 37
2024
Q4
$1.29M Sell
4,677
-52
-1% -$14.4K 0.38% 48
2024
Q3
$1.64M Buy
4,729
+48
+1% +$16.6K 0.48% 34
2024
Q2
$1.55M Buy
4,681
+120
+3% +$39.7K 0.49% 35
2024
Q1
$1.66M Sell
4,561
-13
-0.3% -$4.72K 0.55% 31
2023
Q4
$1.37M Sell
4,574
-51
-1% -$15.3K 0.48% 39
2023
Q3
$1.32M Sell
4,625
-28
-0.6% -$8.01K 0.5% 35
2023
Q2
$1.31M Buy
4,653
+25
+0.5% +$7.02K 0.52% 32
2023
Q1
$1.18M Sell
4,628
-88
-2% -$22.5K 0.49% 35
2022
Q4
$1.56M Sell
4,716
-237
-5% -$78.5K 0.64% 25
2022
Q3
$1.37M Sell
4,953
-224
-4% -$62.1K 0.62% 25
2022
Q2
$1.36M Sell
5,177
-85
-2% -$22.4K 0.6% 30
2022
Q1
$1.32M Buy
5,262
+201
+4% +$50.4K 0.56% 36
2021
Q4
$1.16M Buy
5,061
+38
+0.8% +$8.73K 0.46% 43
2021
Q3
$1.01M Buy
5,023
+115
+2% +$23K 0.43% 50
2021
Q2
$1.16M Buy
4,908
+200
+4% +$47.4K 0.49% 45
2021
Q1
$1.14M Buy
+4,708
New +$1.14M 0.5% 41