Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Buy
48,852
+2,178
+5% +$84.5K 0.23% 115
2025
Q1
$1.83M Sell
46,674
-990
-2% -$38.8K 0.22% 125
2024
Q4
$1.63M Buy
47,664
+244
+0.5% +$8.34K 0.2% 133
2024
Q3
$1.96M Sell
47,420
-241
-0.5% -$9.94K 0.27% 108
2024
Q2
$1.85M Buy
47,661
+3,742
+9% +$145K 0.28% 106
2024
Q1
$1.9M Sell
43,919
-829
-2% -$35.9K 0.31% 91
2023
Q4
$1.67M Buy
44,748
+10,171
+29% +$380K 0.34% 82
2023
Q3
$1.27M Buy
34,577
+2,312
+7% +$84.6K 0.31% 81
2023
Q2
$1.16M Buy
32,265
+3,348
+12% +$120K 0.3% 88
2023
Q1
$1.04M Sell
28,917
-4,918
-15% -$177K 0.36% 79
2022
Q4
$1.17M Buy
33,835
+3,182
+10% +$110K 0.32% 77
2022
Q3
$906K Buy
30,653
+11,543
+60% +$341K 0.37% 58
2022
Q2
$1.04M Buy
+19,110
New +$1.04M 0.43% 49