Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Sell
28,966
-14
-0% -$986 0.67% 48
2025
Q1
$2.12M Buy
28,980
+245
+0.9% +$18K 0.7% 44
2024
Q4
$1.8M Buy
28,735
+373
+1% +$23.4K 0.6% 47
2024
Q3
$1.87M Sell
28,362
-258
-0.9% -$17K 0.61% 53
2024
Q2
$2.07M Sell
28,620
-28
-0.1% -$2.02K 0.73% 35
2024
Q1
$1.92M Buy
28,648
+123
+0.4% +$8.25K 0.69% 43
2023
Q4
$1.88M Sell
28,525
-1,348
-5% -$88.7K 0.76% 39
2023
Q3
$1.92M Sell
29,873
-141
-0.5% -$9.08K 0.83% 35
2023
Q2
$1.81M Sell
30,014
-134
-0.4% -$8.09K 0.76% 37
2023
Q1
$1.74M Buy
30,148
+446
+2% +$25.7K 0.74% 43
2022
Q4
$1.69M Sell
29,702
-6,880
-19% -$392K 0.74% 43
2022
Q3
$1.82M Buy
36,582
+2,469
+7% +$123K 0.9% 42
2022
Q2
$1.78M Buy
34,113
+1,279
+4% +$66.9K 0.84% 46
2022
Q1
$1.8M Buy
+32,834
New +$1.8M 0.76% 48