Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.15M Sell
48,019
-795
-2% -$68.6K 0.04% 377
2025
Q1
$2.54M Sell
48,814
-5,166
-10% -$269K 0.03% 584
2024
Q4
$2.97M Buy
53,980
+5,749
+12% +$316K 0.03% 537
2024
Q3
$3.23M Sell
48,231
-1,661
-3% -$111K 0.04% 501
2024
Q2
$2.77M Sell
49,892
-7,763
-13% -$430K 0.03% 577
2024
Q1
$2.95M Sell
57,655
-6,735
-10% -$345K 0.03% 597
2023
Q4
$2.93M Buy
64,390
+568
+0.9% +$25.8K 0.03% 581
2023
Q3
$2.63M Sell
63,822
-4,207
-6% -$173K 0.03% 588
2023
Q2
$3.01M Sell
68,029
-4,716
-6% -$209K 0.04% 553
2023
Q1
$2.87M Sell
72,745
-9,240
-11% -$365K 0.04% 549
2022
Q4
$2.45M Sell
81,985
-22,595
-22% -$675K 0.03% 639
2022
Q3
$2.78M Buy
104,580
+2,676
+3% +$71.2K 0.04% 533
2022
Q2
$2.31M Sell
101,904
-15,125
-13% -$343K 0.03% 715
2022
Q1
$3.14M Buy
117,029
+2,312
+2% +$62.1K 0.03% 603
2021
Q4
$1.83M Buy
+114,717
New +$1.83M 0.02% 1038