Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
4,465
-5
-0.1% -$1.59K 0.96% 21
2025
Q1
$1.16M Sell
4,470
-65
-1% -$16.8K 0.91% 25
2024
Q4
$1.83M Sell
4,535
-35
-0.8% -$14.1K 1.48% 15
2024
Q3
$1.2M Buy
4,570
+4
+0.1% +$1.05K 0.93% 21
2024
Q2
$904K Sell
4,566
-100
-2% -$19.8K 0.75% 30
2024
Q1
$820K Sell
4,666
-150
-3% -$26.4K 0.71% 31
2023
Q4
$1.2M Hold
4,816
1.09% 27
2023
Q3
$1.21M Hold
4,816
1.2% 24
2023
Q2
$1.26M Sell
4,816
-5,930
-55% -$1.55M 1.22% 23
2023
Q1
$2.23M Hold
10,746
2.39% 11
2022
Q4
$1.32M Buy
+10,746
New +$1.32M 1.54% 16