Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
51,066
-2,470
-5% -$51.3K 0.02% 439
2025
Q1
$948K Sell
53,536
-6,490
-11% -$115K 0.03% 413
2024
Q4
$932K Sell
60,026
-4,040
-6% -$62.7K 0.03% 379
2024
Q3
$985K Buy
64,066
+8,735
+16% +$134K 0.03% 372
2024
Q2
$756K Buy
55,331
+396
+0.7% +$5.41K 0.03% 421
2024
Q1
$770K Buy
54,935
+11,036
+25% +$155K 0.03% 423
2023
Q4
$590K Buy
43,899
+9,962
+29% +$134K 0.02% 453
2023
Q3
$435K Buy
33,937
+9,655
+40% +$124K 0.02% 476
2023
Q2
$274K Sell
24,282
-4,328
-15% -$48.9K 0.01% 558
2023
Q1
$324K Sell
28,610
-68,140
-70% -$773K 0.02% 500
2022
Q4
$1.31M Buy
96,750
+61,610
+175% +$832K 0.07% 188
2022
Q3
$429K Sell
35,140
-15,865
-31% -$194K 0.02% 442
2022
Q2
$712K Buy
+51,005
New +$712K 0.04% 242