Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Buy
9,372
+83
+0.9% +$13.1K 0.47% 36
2025
Q1
$1.01M Sell
9,289
-293
-3% -$31.8K 0.34% 39
2024
Q4
$1.29M Buy
9,582
+17
+0.2% +$2.28K 0.43% 35
2024
Q3
$1.16M Buy
9,565
+25
+0.3% +$3.04K 0.37% 37
2024
Q2
$1.18M Buy
9,540
+160
+2% +$19.8K 0.41% 35
2024
Q1
$848K Buy
9,380
+3,410
+57% +$308K 0.3% 42
2023
Q4
$296K Sell
5,970
-210
-3% -$10.4K 0.12% 60
2023
Q3
$269K Sell
6,180
-210
-3% -$9.14K 0.12% 59
2023
Q2
$270K Buy
+6,390
New +$270K 0.12% 60
2022
Q2
Sell
-9,850
Closed -$269K 57
2022
Q1
$269K Sell
9,850
-950
-9% -$25.9K 0.13% 44
2021
Q4
$318K Sell
10,800
-870
-7% -$25.6K 0.15% 41
2021
Q3
$242K Buy
+11,670
New +$242K 0.13% 46
2019
Q4
Sell
-1,360
Closed -$6K 148
2019
Q3
$6K Buy
+1,360
New +$6K 0.01% 164