Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
12,441
-710
-5% -$82.5K 0.02% 106
2025
Q1
$1.25M Sell
13,151
-1,631
-11% -$155K 0.02% 114
2024
Q4
$1.56M Sell
14,782
-985
-6% -$104K 0.02% 109
2024
Q3
$1.26M Buy
15,767
+116
+0.7% +$9.26K 0.02% 117
2024
Q2
$1.04M Sell
15,651
-1,903
-11% -$127K 0.02% 105
2024
Q1
$1.35M Sell
17,554
-1,109
-6% -$85.3K 0.02% 103
2023
Q4
$1.47M Sell
18,663
-6,858
-27% -$539K 0.02% 99
2023
Q3
$1.4M Sell
25,521
-9,386
-27% -$515K 0.03% 100
2023
Q2
$2.26M Sell
34,907
-3,372
-9% -$218K 0.05% 82
2023
Q1
$1.84M Buy
+38,279
New +$1.84M 0.04% 86