Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
8,363
+52
+0.6% +$9.41K 0.02% 900
2025
Q1
$1.44M Sell
8,311
-366
-4% -$63.4K 0.02% 901
2024
Q4
$1.71M Sell
8,677
-152
-2% -$29.9K 0.02% 847
2024
Q3
$1.78M Sell
8,829
-394
-4% -$79.6K 0.02% 842
2024
Q2
$1.54M Sell
9,223
-1,387
-13% -$232K 0.02% 889
2024
Q1
$1.69M Sell
10,610
-1,472
-12% -$235K 0.02% 892
2023
Q4
$1.75M Buy
12,082
+304
+3% +$44K 0.02% 889
2023
Q3
$1.33M Sell
11,778
-972
-8% -$110K 0.02% 974
2023
Q2
$1.38M Sell
12,750
-1,115
-8% -$121K 0.02% 981
2023
Q1
$1.4M Sell
13,865
-3,326
-19% -$335K 0.02% 966
2022
Q4
$1.51M Sell
17,191
-4,940
-22% -$434K 0.02% 930
2022
Q3
$1.56M Sell
22,131
-375
-2% -$26.4K 0.02% 908
2022
Q2
$1.79M Sell
22,506
-2,705
-11% -$215K 0.02% 891
2022
Q1
$2.21M Sell
25,211
-1,505
-6% -$132K 0.02% 863
2021
Q4
$2.16M Buy
+26,716
New +$2.16M 0.02% 915