Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
2,650
-108
-4% -$50.7K 0.34% 51
2025
Q1
$1.28M Sell
2,758
-4
-0.1% -$1.86K 0.37% 47
2024
Q4
$1.16M Sell
2,762
-4
-0.1% -$1.68K 0.34% 50
2024
Q3
$1.32M Buy
2,766
+28
+1% +$13.4K 0.39% 46
2024
Q2
$1.2M Buy
2,738
+73
+3% +$32K 0.38% 48
2024
Q1
$1.24M Sell
2,665
-2
-0.1% -$929 0.41% 43
2023
Q4
$1.1M Buy
2,667
+44
+2% +$18.1K 0.38% 51
2023
Q3
$977K Buy
2,623
+38
+1% +$14.2K 0.37% 55
2023
Q2
$985K Sell
2,585
-19
-0.7% -$7.24K 0.39% 47
2023
Q1
$926K Sell
2,604
-56
-2% -$19.9K 0.39% 48
2022
Q4
$868K Sell
2,660
-46
-2% -$15K 0.36% 56
2022
Q3
$730K Buy
2,706
+176
+7% +$47.5K 0.33% 58
2022
Q2
$728K Sell
2,530
-33
-1% -$9.5K 0.32% 61
2022
Q1
$787K Buy
2,563
+76
+3% +$23.3K 0.33% 61
2021
Q4
$862K Buy
2,487
+38
+2% +$13.2K 0.34% 65
2021
Q3
$718K Buy
2,449
+34
+1% +$9.97K 0.3% 73
2021
Q2
$698K Buy
2,415
+408
+20% +$118K 0.3% 75
2021
Q1
$562K Buy
+2,007
New +$562K 0.25% 86