Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.22M Sell
142,552
-1,383
-1% -$21.5K 0.77% 36
2025
Q1
$2.69M Sell
143,935
-2,399
-2% -$44.9K 1.06% 27
2024
Q4
$2.7M Sell
146,334
-2,439
-2% -$45.1K 1.08% 29
2024
Q3
$3.9M Sell
148,773
-15
-0% -$393 1.57% 18
2024
Q2
$2.87M Sell
148,788
-4,393
-3% -$84.7K 1.24% 22
2024
Q1
$3.16M Sell
153,181
-2,070
-1% -$42.6K 1.57% 20
2023
Q4
$3.63M Sell
155,251
-1,507
-1% -$35.3K 2.26% 15
2023
Q3
$2.79M Sell
156,758
-13,318
-8% -$237K 2.17% 15
2023
Q2
$4.04M Sell
170,076
-263
-0.2% -$6.24K 2.88% 11
2023
Q1
$16K Buy
+170,339
New +$16K 0.01% 105