Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Sell
7,247
-1,926
-21% -$195K 0.01% 811
2025
Q1
$974K Sell
9,173
-199
-2% -$21.1K 0.01% 701
2024
Q4
$1.03M Buy
9,372
+492
+6% +$53.9K 0.01% 716
2024
Q3
$1.29M Buy
8,880
+410
+5% +$59.4K 0.01% 634
2024
Q2
$1.24M Sell
8,470
-5,366
-39% -$783K 0.01% 620
2024
Q1
$1.99M Sell
13,836
-216
-2% -$31.1K 0.02% 522
2023
Q4
$1.31M Buy
14,052
+177
+1% +$16.5K 0.02% 583
2023
Q3
$1.22M Sell
13,875
-137
-1% -$12.1K 0.02% 591
2023
Q2
$1.58M Buy
14,012
+4,163
+42% +$468K 0.02% 522
2023
Q1
$1.25M Buy
9,849
+14
+0.1% +$1.77K 0.02% 578
2022
Q4
$1.07M Sell
9,835
-14
-0.1% -$1.52K 0.02% 616
2022
Q3
$676K Sell
9,849
-328
-3% -$22.5K 0.01% 714
2022
Q2
$496K Buy
10,177
+889
+10% +$43.3K 0.01% 858
2022
Q1
$709K Sell
9,288
-46
-0.5% -$3.51K 0.01% 734
2021
Q4
$1.2M Sell
9,334
-673
-7% -$86.3K 0.02% 545
2021
Q3
$1.44M Sell
10,007
-952
-9% -$137K 0.03% 438
2021
Q2
$1.28M Buy
+10,959
New +$1.28M 0.02% 488