Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Sell
31,668
-694
-2% -$52.8K 0.02% 405
2025
Q1
$2.19M Buy
32,362
+608
+2% +$41.2K 0.02% 394
2024
Q4
$1.97M Buy
31,754
+458
+1% +$28.4K 0.02% 401
2024
Q3
$2.06M Sell
31,296
-997
-3% -$65.6K 0.02% 389
2024
Q2
$1.7M Buy
32,293
+5,531
+21% +$292K 0.02% 401
2024
Q1
$1.49M Buy
26,762
+4,623
+21% +$258K 0.01% 432
2023
Q4
$1.01M Buy
22,139
+2,450
+12% +$111K 0.01% 419
2023
Q3
$918K Buy
19,689
+1,630
+9% +$76K 0.01% 417
2023
Q2
$849K Buy
18,059
+643
+4% +$30.2K 0.01% 437
2023
Q1
$813K Sell
17,416
-16
-0.1% -$747 0.01% 447
2022
Q4
$775K Sell
17,432
-602
-3% -$26.8K 0.01% 447
2022
Q3
$695K Buy
18,034
+541
+3% +$20.9K 0.01% 462
2022
Q2
$784K Buy
17,493
+191
+1% +$8.56K 0.01% 461
2022
Q1
$1.03M Sell
17,302
-3,727
-18% -$223K 0.01% 445
2021
Q4
$1.4M Buy
+21,029
New +$1.4M 0.01% 420