Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Sell
53,960
-1,778
-3% -$53.2K 0.2% 130
2025
Q1
$1.89M Buy
55,738
+2,175
+4% +$73.6K 0.23% 120
2024
Q4
$1.58M Sell
53,563
-14,260
-21% -$422K 0.19% 136
2024
Q3
$2.13M Sell
67,823
-891
-1% -$28K 0.3% 93
2024
Q2
$2.48M Buy
68,714
+3,617
+6% +$131K 0.37% 75
2024
Q1
$2.45M Buy
65,097
+5,450
+9% +$205K 0.4% 67
2023
Q4
$2.11M Buy
59,647
+13,799
+30% +$488K 0.42% 59
2023
Q3
$1.78M Buy
45,848
+6,070
+15% +$235K 0.43% 56
2023
Q2
$1.4M Buy
39,778
+5,315
+15% +$188K 0.36% 73
2023
Q1
$1.31M Buy
34,463
+2,662
+8% +$101K 0.46% 53
2022
Q4
$1.12M Buy
31,801
+3,811
+14% +$134K 0.31% 79
2022
Q3
$799K Buy
27,990
+727
+3% +$20.8K 0.33% 74
2022
Q2
$773K Buy
+27,263
New +$773K 0.32% 75