Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
33,372
+1,141
+4% +$57K 0.35% 60
2025
Q1
$1.07M Sell
32,231
-3,147
-9% -$104K 0.25% 82
2024
Q4
$1.36M Buy
35,378
+374
+1% +$14.4K 0.3% 67
2024
Q3
$1.17M Sell
35,004
-4,514
-11% -$151K 0.26% 76
2024
Q2
$1.17M Sell
39,518
-353
-0.9% -$10.4K 0.28% 75
2024
Q1
$1.14M Sell
39,871
-20,761
-34% -$594K 0.27% 75
2023
Q4
$1.39M Sell
60,632
-1,825
-3% -$41.9K 0.36% 57
2023
Q3
$1.27M Sell
62,457
-1,904
-3% -$38.7K 0.36% 59
2023
Q2
$1.34M Sell
64,361
-4,157
-6% -$86.6K 0.37% 57
2023
Q1
$1.19M Sell
68,518
-6,448
-9% -$112K 0.35% 61
2022
Q4
$1.21M Sell
74,966
-21
-0% -$340 0.39% 55
2022
Q3
$941K Buy
74,987
+2,193
+3% +$27.5K 0.38% 48
2022
Q2
$794K Sell
72,794
-12,427
-15% -$136K 0.3% 54
2022
Q1
$1.19M Buy
+85,221
New +$1.19M 0.36% 49