Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
2,206
+83
+4% +$65.4K 0.17% 74
2025
Q1
$1.3M Sell
2,123
-87
-4% -$53.4K 0.14% 78
2024
Q4
$1.39M Buy
2,210
+6
+0.3% +$3.77K 0.14% 77
2024
Q3
$1.37M Sell
2,204
-46
-2% -$28.6K 0.14% 89
2024
Q2
$1.48M Buy
2,250
+56
+3% +$36.8K 0.16% 77
2024
Q1
$1.43M Buy
2,194
+25
+1% +$16.3K 0.17% 78
2023
Q4
$1.36M Buy
2,169
+124
+6% +$77.5K 0.18% 73
2023
Q3
$1.04M Buy
2,045
+91
+5% +$46.5K 0.16% 79
2023
Q2
$895K Sell
1,954
-13
-0.7% -$5.96K 0.14% 90
2023
Q1
$875K Buy
1,967
+8
+0.4% +$3.56K 0.15% 87
2022
Q4
$763K Buy
1,959
+18
+0.9% +$7.01K 0.14% 95
2022
Q3
$752K Buy
1,941
+153
+9% +$59.3K 0.16% 84
2022
Q2
$689K Sell
1,788
-9,177
-84% -$3.54M 0.15% 85
2022
Q1
$5.27M Sell
10,965
-3,632
-25% -$1.75M 0.98% 23
2021
Q4
$9.39M Buy
+14,597
New +$9.39M 1.99% 11