Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Sell
29,231
-787
-3% -$54.6K 0.78% 41
2025
Q1
$1.85M Buy
30,018
+110
+0.4% +$6.79K 0.77% 42
2024
Q4
$1.77M Buy
29,908
+1,589
+6% +$94.1K 0.75% 44
2024
Q3
$1.51M Sell
28,319
-1,081
-4% -$57.5K 0.7% 46
2024
Q2
$1.4M Buy
29,400
+2,513
+9% +$119K 0.7% 45
2024
Q1
$1.34M Buy
26,887
+2,563
+11% +$128K 0.68% 45
2023
Q4
$1.23M Buy
24,324
+996
+4% +$50.3K 0.68% 47
2023
Q3
$1.25M Sell
23,328
-370
-2% -$19.9K 0.75% 43
2023
Q2
$1.23M Sell
23,698
-238
-1% -$12.3K 0.7% 45
2023
Q1
$1.25M Buy
23,936
+1,041
+5% +$54.4K 0.73% 49
2022
Q4
$1.09M Buy
22,895
+4,443
+24% +$212K 0.67% 55
2022
Q3
$738K Buy
18,452
+3,720
+25% +$149K 0.49% 62
2022
Q2
$628K Buy
14,732
+3,162
+27% +$135K 0.39% 67
2022
Q1
$645K Buy
+11,570
New +$645K 0.34% 68