Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
54,434
-754
-1% -$16.9K 0.03% 376
2025
Q1
$1.25M Buy
55,188
+2,286
+4% +$51.9K 0.04% 329
2024
Q4
$1.06M Buy
52,902
+4,055
+8% +$81.3K 0.04% 303
2024
Q3
$1.15M Buy
48,847
+632
+1% +$14.8K 0.04% 234
2024
Q2
$1.49M Sell
48,215
-14,163
-23% -$439K 0.07% 181
2024
Q1
$2.76M Buy
62,378
+7,932
+15% +$350K 0.16% 80
2023
Q4
$2.74M Buy
54,446
+6,473
+13% +$325K 0.18% 77
2023
Q3
$1.71M Buy
47,973
+14,923
+45% +$531K 0.13% 110
2023
Q2
$1.11M Buy
33,050
+5,263
+19% +$176K 0.08% 141
2023
Q1
$908K Hold
27,787
0.08% 125
2022
Q4
$734K Sell
27,787
-593
-2% -$15.7K 0.07% 141
2022
Q3
$731K Buy
28,380
+3,268
+13% +$84.2K 0.07% 136
2022
Q2
$939K Sell
25,112
-5,319
-17% -$199K 0.09% 102
2022
Q1
$1.51M Buy
30,431
+7,742
+34% +$384K 0.12% 84
2021
Q4
$1.17M Buy
22,689
+7,641
+51% +$394K 0.09% 95
2021
Q3
$802K Buy
15,048
+7,203
+92% +$384K 0.07% 94
2021
Q2
$440K Buy
+7,845
New +$440K 0.04% 97