Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Sell
26,713
-375
-1% -$26.4K 0.09% 82
2025
Q1
$1.99M Buy
27,088
+300
+1% +$22K 0.11% 80
2024
Q4
$1.68M Sell
26,788
-508
-2% -$31.8K 0.09% 83
2024
Q3
$1.8M Sell
27,296
-100
-0.4% -$6.59K 0.09% 81
2024
Q2
$1.98M Sell
27,396
-749
-3% -$54.1K 0.11% 76
2024
Q1
$1.89M Buy
28,145
+664
+2% +$44.5K 0.1% 77
2023
Q4
$1.81M Sell
27,481
-6,750
-20% -$444K 0.1% 77
2023
Q3
$2.2M Sell
34,231
-553
-2% -$35.6K 0.13% 67
2023
Q2
$2.1M Sell
34,784
-225
-0.6% -$13.6K 0.12% 70
2023
Q1
$2.01M Hold
35,009
0.12% 72
2022
Q4
$1.99M Sell
35,009
-440
-1% -$25.1K 0.12% 70
2022
Q3
$1.76M Sell
35,449
-1,700
-5% -$84.6K 0.12% 72
2022
Q2
$1.94M Sell
37,149
-4,500
-11% -$235K 0.12% 68
2022
Q1
$2.29M Buy
+41,649
New +$2.29M 0.13% 67