Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$842K Sell
3,074
-1,482
-33% -$406K 0.01% 756
2025
Q1
$1.59M Buy
4,556
+81
+2% +$28.3K 0.02% 573
2024
Q4
$2.04M Buy
4,475
+209
+5% +$95.2K 0.02% 518
2024
Q3
$1.87M Sell
4,266
-62
-1% -$27.1K 0.02% 535
2024
Q2
$2.05M Buy
4,328
+882
+26% +$418K 0.02% 485
2024
Q1
$2.02M Sell
3,446
-49
-1% -$28.7K 0.02% 517
2023
Q4
$1.53M Buy
3,495
+33
+1% +$14.5K 0.02% 540
2023
Q3
$1.38M Sell
3,462
-48
-1% -$19.1K 0.02% 558
2023
Q2
$1.2M Sell
3,510
-721
-17% -$247K 0.02% 606
2023
Q1
$1.15M Buy
4,231
+51
+1% +$13.9K 0.02% 606
2022
Q4
$876K Sell
4,180
-92
-2% -$19.3K 0.01% 681
2022
Q3
$812K Sell
4,272
-93
-2% -$17.7K 0.02% 649
2022
Q2
$821K Buy
4,365
+228
+6% +$42.9K 0.02% 638
2022
Q1
$1.01M Sell
4,137
-26
-0.6% -$6.34K 0.02% 598
2021
Q4
$1.4M Sell
4,163
-17
-0.4% -$5.73K 0.02% 490
2021
Q3
$995K Buy
4,180
+2,515
+151% +$599K 0.02% 561
2021
Q2
$349K Buy
+1,665
New +$349K 0.01% 1037