Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$872K Sell
21,350
-1,453
-6% -$59.3K 0.01% 1113
2025
Q1
$1.03M Buy
22,803
+965
+4% +$43.6K 0.01% 979
2024
Q4
$948K Sell
21,838
-3,854
-15% -$167K 0.01% 1010
2024
Q3
$1.16M Sell
25,692
-2,611
-9% -$118K 0.01% 895
2024
Q2
$1.16M Sell
28,303
-931
-3% -$38.3K 0.02% 865
2024
Q1
$1.09M Sell
29,234
-1,461
-5% -$54.7K 0.02% 916
2023
Q4
$1.18M Sell
30,695
-4,877
-14% -$187K 0.02% 827
2023
Q3
$1.27M Sell
35,572
-1,557
-4% -$55.5K 0.02% 746
2023
Q2
$1.6M Sell
37,129
-997
-3% -$42.8K 0.03% 641
2023
Q1
$1.57M Buy
+38,126
New +$1.57M 0.03% 629
2022
Q4
Sell
-28,670
Closed -$1.2M 807
2022
Q3
$1.2M Buy
+28,670
New +$1.2M 0.03% 659