Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Sell
24,158
-551
-2% -$39.5K 0.99% 24
2025
Q1
$1.67M Sell
24,709
-1,896
-7% -$128K 1.05% 22
2024
Q4
$1.63M Sell
26,605
-728
-3% -$44.5K 1.01% 25
2024
Q3
$1.57M Sell
27,333
-5,726
-17% -$328K 0.96% 25
2024
Q2
$1.65M Buy
33,059
+183
+0.6% +$9.14K 1.08% 22
2024
Q1
$1.88M Buy
32,876
+191
+0.6% +$10.9K 1.29% 18
2023
Q4
$1.49M Buy
32,685
+209
+0.6% +$9.55K 1.11% 22
2023
Q3
$1.45M Sell
32,476
-422
-1% -$18.9K 1.19% 19
2023
Q2
$1.55M Buy
32,898
+188
+0.6% +$8.84K 1.21% 21
2023
Q1
$1.61M Buy
32,710
+184
+0.6% +$9.08K 1.33% 20
2022
Q4
$1.45M Buy
32,526
+176
+0.5% +$7.85K 1.21% 21
2022
Q3
$1.42M Buy
32,350
+171
+0.5% +$7.48K 1.32% 22
2022
Q2
$1.52M Buy
32,179
+130
+0.4% +$6.15K 1.32% 20
2022
Q1
$1.84M Buy
32,049
+138
+0.4% +$7.92K 1.39% 20
2021
Q4
$1.44M Buy
+31,911
New +$1.44M 1.08% 22