Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$588K Sell
10,807
-12,219
-53% -$664K 0.04% 227
2025
Q1
$1.34M Sell
23,026
-189
-0.8% -$11K 0.05% 156
2024
Q4
$1.6M Sell
23,215
-632
-3% -$43.6K 0.03% 142
2024
Q3
$1.59M Buy
23,847
+500
+2% +$33.3K 0.03% 144
2024
Q2
$1.73M Buy
23,347
+1,194
+5% +$88.5K 0.04% 128
2024
Q1
$2.21M Sell
22,153
-571
-3% -$57K 0.06% 110
2023
Q4
$1.88M Sell
22,724
-713
-3% -$59K 0.06% 115
2023
Q3
$1.44M Buy
23,437
+7,190
+44% +$443K 0.04% 134
2023
Q2
$1.07M Buy
16,247
+898
+6% +$58.9K 0.05% 170
2023
Q1
$747K Sell
15,349
-120
-0.8% -$5.84K 0.06% 210
2022
Q4
$655K Sell
15,469
-655
-4% -$27.7K 0.05% 222
2022
Q3
$708K Buy
16,124
+1,960
+14% +$86.1K 0.03% 216
2022
Q2
$771K Buy
14,164
+2,049
+17% +$112K 0.02% 214
2022
Q1
$791K Sell
12,115
-356
-3% -$23.2K 0.02% 225
2021
Q4
$1.68M Sell
12,471
-278
-2% -$37.5K 0.04% 149
2021
Q3
$1.3M Sell
12,749
-448
-3% -$45.7K 0.03% 176
2021
Q2
$1.35M Sell
13,197
-2,621
-17% -$268K 0.04% 182
2021
Q1
$1.45M Buy
+15,818
New +$1.45M 0.06% 187