Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.88M Sell
9,895
-168
-2% -$48.9K 1.18% 23
2025
Q1
$2.43M Sell
10,063
-215
-2% -$52K 1.12% 22
2024
Q4
$2.26M Sell
10,278
-235
-2% -$51.7K 0.96% 31
2024
Q3
$2.32M Sell
10,513
-20
-0.2% -$4.42K 1.03% 23
2024
Q2
$1.82M Buy
10,533
+48
+0.5% +$8.3K 1.04% 38
2024
Q1
$1.99M Buy
10,485
+187
+2% +$35.5K 0.97% 31
2023
Q4
$1.68M Sell
10,298
-6
-0.1% -$981 0.88% 38
2023
Q3
$1.45M Buy
+10,304
New +$1.45M 0.9% 40
2023
Q1
$227K Buy
9,689
+416
+4% +$9.73K 0.21% 65
2022
Q4
$1.35M Buy
9,273
+198
+2% +$28.8K 0.83% 48
2022
Q3
$1.08M Sell
9,075
-219
-2% -$26K 0.68% 60
2022
Q2
$1.23M Buy
+9,294
New +$1.23M 0.7% 67
2018
Q3
Sell
-26,258
Closed -$1.85K 78
2018
Q2
$1.85K Buy
+26,258
New +$1.85K 1.7% 31