Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.97M Sell
31,195
-706
-2% -$158K 0.11% 154
2025
Q1
$6.56M Sell
31,901
-236
-0.7% -$48.5K 0.12% 147
2024
Q4
$5.87M Buy
32,137
+2,564
+9% +$468K 0.1% 160
2024
Q3
$6.09M Buy
29,573
+369
+1% +$76K 0.11% 164
2024
Q2
$5.11M Sell
29,204
-288
-1% -$50.4K 0.11% 161
2024
Q1
$4.88M Buy
29,492
+14,216
+93% +$2.35M 0.11% 167
2023
Q4
$2.3M Buy
15,276
+968
+7% +$146K 0.06% 274
2023
Q3
$1.72M Buy
14,308
+36
+0.3% +$4.33K 0.05% 284
2023
Q2
$1.77M Buy
14,272
+4,004
+39% +$498K 0.06% 271
2023
Q1
$1.19M Sell
10,268
-728
-7% -$84.2K 0.05% 291
2022
Q4
$1.24M Buy
10,996
+1,792
+19% +$202K 0.05% 269
2022
Q3
$893K Sell
9,204
-724
-7% -$70.2K 0.04% 282
2022
Q2
$927K Buy
9,928
+7,852
+378% +$733K 0.04% 295
2022
Q1
$221K Hold
2,076
0.01% 393
2021
Q4
$230K Buy
+2,076
New +$230K 0.01% 371