Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
20,542
-135
-0.7% -$9.51K 0.63% 56
2025
Q1
$1.52M Buy
20,677
+264
+1% +$19.3K 0.71% 52
2024
Q4
$1.28M Buy
20,413
+1,069
+6% +$67K 0.57% 55
2024
Q3
$1.28M Sell
19,344
-452
-2% -$29.8K 0.58% 55
2024
Q2
$1.43M Sell
19,796
-190
-1% -$13.7K 0.66% 53
2024
Q1
$1.34M Sell
19,986
-157
-0.8% -$10.5K 0.62% 59
2023
Q4
$1.33M Buy
20,143
+70
+0.3% +$4.61K 0.68% 53
2023
Q3
$1.29M Buy
20,073
+460
+2% +$29.6K 0.73% 56
2023
Q2
$1.18M Hold
19,613
0.64% 57
2023
Q1
$1.13M Sell
19,613
-82
-0.4% -$4.72K 0.66% 54
2022
Q4
$1.12M Buy
19,695
+500
+3% +$28.5K 0.71% 52
2022
Q3
$955K Hold
19,195
0.67% 53
2022
Q2
$1M Sell
19,195
-210
-1% -$11K 0.67% 54
2022
Q1
$1.07M Buy
+19,405
New +$1.07M 0.6% 53