Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.55M Buy
145,308
+727
+0.5% +$17.8K 0.04% 446
2025
Q1
$4M Sell
144,581
-4,236
-3% -$117K 0.05% 362
2024
Q4
$4.86M Sell
148,817
-3,566
-2% -$116K 0.05% 328
2024
Q3
$5.47M Buy
152,383
+10,731
+8% +$385K 0.06% 309
2024
Q2
$4.96M Sell
141,652
-4,562
-3% -$160K 0.06% 331
2024
Q1
$4.42M Sell
146,214
-3,586
-2% -$108K 0.05% 397
2023
Q4
$4.51M Sell
149,800
-6,257
-4% -$188K 0.05% 365
2023
Q3
$4.01M Sell
156,057
-2,660
-2% -$68.4K 0.05% 371
2023
Q2
$4.87M Buy
158,717
+1,743
+1% +$53.5K 0.06% 321
2023
Q1
$4.61M Sell
156,974
-10,782
-6% -$316K 0.06% 330
2022
Q4
$4.51M Buy
167,756
+1,745
+1% +$46.9K 0.06% 341
2022
Q3
$4.14M Sell
166,011
-23,501
-12% -$586K 0.06% 338
2022
Q2
$6.21M Sell
189,512
-10,368
-5% -$340K 0.08% 231
2022
Q1
$7.26M Sell
199,880
-8,044
-4% -$292K 0.08% 239
2021
Q4
$7.83M Buy
+207,924
New +$7.83M 0.08% 224