Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43M Sell
50,524
-999
-2% -$48K 0.3% 87
2025
Q1
$2.52M Buy
51,523
+497
+1% +$24.3K 0.31% 84
2024
Q4
$2.49M Sell
51,026
-15,052
-23% -$735K 0.3% 85
2024
Q3
$4.2M Buy
66,078
+2,959
+5% +$188K 0.58% 42
2024
Q2
$3.6M Buy
63,119
+5,970
+10% +$341K 0.54% 44
2024
Q1
$3.3M Buy
57,149
+8,296
+17% +$479K 0.54% 42
2023
Q4
$3.34M Buy
48,853
+10,180
+26% +$695K 0.67% 34
2023
Q3
$2.2M Buy
38,673
+7,142
+23% +$406K 0.53% 41
2023
Q2
$1.88M Buy
31,531
+2,753
+10% +$164K 0.48% 45
2023
Q1
$1.82M Sell
28,778
-274
-0.9% -$17.4K 0.64% 31
2022
Q4
$2.03M Buy
29,052
+81
+0.3% +$5.65K 0.56% 39
2022
Q3
$1.45M Buy
28,971
+5,414
+23% +$271K 0.59% 30
2022
Q2
$1.32M Buy
+23,557
New +$1.32M 0.54% 31