Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21K Hold
3
﹤0.01% 496
2025
Q1
$1.26K Sell
3
-2,175
-100% -$913K ﹤0.01% 458
2024
Q4
$1.06M Sell
2,178
-8
-0.4% -$3.88K 0.27% 114
2024
Q3
$1.11M Sell
2,186
-461
-17% -$234K 0.28% 113
2024
Q2
$1.19M Sell
2,647
-14
-0.5% -$6.29K 0.32% 92
2024
Q1
$1.27M Sell
2,661
-103
-4% -$49.1K 0.35% 85
2023
Q4
$1.25M Sell
2,764
-197
-7% -$88.9K 0.37% 79
2023
Q3
$1.02M Sell
2,961
-27
-0.9% -$9.28K 0.33% 95
2023
Q2
$1.05M Buy
2,988
+11
+0.4% +$3.85K 0.34% 91
2023
Q1
$970K Sell
2,977
-67
-2% -$21.8K 0.33% 89
2022
Q4
$1.02M Buy
3,044
+4
+0.1% +$1.35K 0.37% 84
2022
Q3
$841K Sell
3,040
-2
-0.1% -$553 0.33% 92
2022
Q2
$736K Buy
3,042
+40
+1% +$9.68K 0.29% 119
2022
Q1
$893K Sell
3,002
-25
-0.8% -$7.44K 0.28% 122
2021
Q4
$1.01M Buy
+3,027
New +$1.01M 0.32% 113