Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
15,995
-1,072
-6% -$75.5K 0.04% 383
2025
Q1
$1.25M Sell
17,067
-1,044
-6% -$76.5K 0.05% 324
2024
Q4
$1.14M Buy
18,111
+1,986
+12% +$124K 0.04% 345
2024
Q3
$1.06M Sell
16,125
-406
-2% -$26.8K 0.04% 354
2024
Q2
$1.19M Sell
16,531
-1,308
-7% -$94.4K 0.04% 324
2024
Q1
$1.2M Sell
17,839
-1,334
-7% -$89.4K 0.04% 323
2023
Q4
$1.26M Buy
19,173
+279
+1% +$18.4K 0.06% 270
2023
Q3
$1.22M Buy
18,894
+395
+2% +$25.4K 0.06% 255
2023
Q2
$1.12M Sell
18,499
-2,331
-11% -$141K 0.05% 294
2023
Q1
$1.2M Sell
20,830
-3,669
-15% -$211K 0.06% 274
2022
Q4
$1.4M Sell
24,499
-1,991
-8% -$113K 0.08% 217
2022
Q3
$1.32M Sell
26,490
-1,504
-5% -$74.8K 0.07% 218
2022
Q2
$1.46M Buy
+27,994
New +$1.46M 0.08% 203