Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
8,415
-351
-4% -$65.2K 0.43% 50
2025
Q1
$1.82M Sell
8,766
-1,559
-15% -$323K 0.52% 43
2024
Q4
$1.84M Buy
10,325
+2,625
+34% +$467K 0.39% 51
2024
Q3
$1.52M Sell
7,700
-396
-5% -$78.2K 0.55% 42
2024
Q2
$1.39M Buy
8,096
+409
+5% +$70.1K 0.41% 69
2024
Q1
$1.4M Sell
7,687
-1,063
-12% -$194K 0.29% 91
2023
Q4
$1.36M Buy
8,750
+286
+3% +$44.3K 0.27% 90
2023
Q3
$1.27M Sell
8,464
-321
-4% -$48.1K 0.26% 97
2023
Q2
$1.18M Sell
8,785
-9,349
-52% -$1.26M 0.35% 79
2023
Q1
$1.13M Buy
18,134
+5,119
+39% +$319K 0.17% 150
2022
Q4
$2.1M Buy
13,015
+319
+3% +$51.6K 0.5% 57
2022
Q3
$1.7M Sell
12,696
-1,829
-13% -$245K 0.43% 59
2022
Q2
$2.22M Sell
14,525
-274
-2% -$42K 0.56% 45
2022
Q1
$2.4M Buy
+14,799
New +$2.4M 0.52% 47