Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Buy
23,017
+5,708
+33% +$464K 0.88% 30
2025
Q1
$1.05M Sell
17,309
-295
-2% -$17.8K 0.54% 64
2024
Q4
$1.49M Sell
17,604
-246
-1% -$20.9K 0.73% 41
2024
Q3
$1.18M Sell
17,850
-8,266
-32% -$546K 0.59% 49
2024
Q2
$1.26M Sell
26,116
-165
-0.6% -$7.95K 0.93% 24
2024
Q1
$1.3M Buy
26,281
+237
+0.9% +$11.7K 0.96% 24
2023
Q4
$1.17M Buy
26,044
+161
+0.6% +$7.25K 0.92% 23
2023
Q3
$1.22M Sell
25,883
-7,734
-23% -$366K 1.11% 17
2023
Q2
$1.43M Buy
33,617
+7,217
+27% +$307K 1.27% 12
2023
Q1
$1.39M Buy
26,400
+242
+0.9% +$12.7K 1.27% 13
2022
Q4
$1.33M Buy
26,158
+1,106
+4% +$56.4K 1.14% 17
2022
Q3
$1.01M Buy
25,052
+9
+0% +$364 1.01% 20
2022
Q2
$1.14M Buy
25,043
+4,404
+21% +$201K 1.15% 10
2022
Q1
$1.25M Sell
20,639
-3,634
-15% -$220K 2.06% 6
2021
Q4
$1.87M Buy
+24,273
New +$1.87M 1.66% 4