Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Sell
30,856
-330
-1% -$23.2K 0.15% 133
2025
Q1
$2.29M Sell
31,186
-41
-0.1% -$3K 0.17% 124
2024
Q4
$1.96M Buy
31,227
+105
+0.3% +$6.58K 0.14% 134
2024
Q3
$2.05M Sell
31,122
-109
-0.3% -$7.19K 0.15% 132
2024
Q2
$2.25M Sell
31,231
-257
-0.8% -$18.6K 0.17% 127
2024
Q1
$2.11M Sell
31,488
-355
-1% -$23.8K 0.16% 135
2023
Q4
$2.1M Sell
31,843
-200
-0.6% -$13.2K 0.17% 128
2023
Q3
$2.06M Sell
32,043
-1,474
-4% -$94.9K 0.18% 124
2023
Q2
$2.02M Sell
33,517
-1,036
-3% -$62.6K 0.17% 125
2023
Q1
$1.99M Sell
34,553
-1,552
-4% -$89.3K 0.17% 130
2022
Q4
$2.06M Sell
36,105
-2,940
-8% -$167K 0.18% 124
2022
Q3
$1.94M Sell
39,045
-1,820
-4% -$90.5K 0.18% 120
2022
Q2
$2.14M Buy
+40,865
New +$2.14M 0.19% 119