Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
18,363
-2,745
-13% -$188K 0.01% 1001
2025
Q1
$1.36M Sell
21,108
-249
-1% -$16.1K 0.02% 933
2024
Q4
$2.26M Sell
21,357
-767
-3% -$81.1K 0.03% 685
2024
Q3
$2.23M Sell
22,124
-3,221
-13% -$325K 0.02% 710
2024
Q2
$2.68M Sell
25,345
-3,583
-12% -$379K 0.03% 588
2024
Q1
$4.07M Sell
28,928
-1,083
-4% -$152K 0.05% 426
2023
Q4
$3.66M Sell
30,011
-1,356
-4% -$166K 0.04% 454
2023
Q3
$2.4M Sell
31,367
-1,735
-5% -$133K 0.03% 630
2023
Q2
$2.81M Sell
33,102
-1,814
-5% -$154K 0.03% 596
2023
Q1
$3.11M Sell
34,916
-1,380
-4% -$123K 0.04% 511
2022
Q4
$2.56M Sell
36,296
-472
-1% -$33.3K 0.03% 613
2022
Q3
$1.65M Buy
36,768
+22,467
+157% +$1.01M 0.02% 869
2022
Q2
$814K Sell
14,301
-265
-2% -$15.1K 0.01% 1336
2022
Q1
$1.12M Sell
14,566
-105
-0.7% -$8.05K 0.01% 1303
2021
Q4
$1.57M Buy
+14,671
New +$1.57M 0.02% 1147