Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
6,900
-535
-7% -$78.6K 0.53% 91
2025
Q1
$1.17M Buy
7,435
+389
+6% +$61.1K 0.65% 77
2024
Q4
$1.24M Buy
7,046
+391
+6% +$68.6K 0.68% 77
2024
Q3
$1.4M Sell
6,655
-50
-0.7% -$10.5K 0.76% 70
2024
Q2
$1.19M Buy
6,705
+40
+0.6% +$7.09K 0.7% 77
2024
Q1
$1.58M Sell
6,665
-12
-0.2% -$2.85K 0.91% 57
2023
Q4
$1.17M Sell
6,677
-22
-0.3% -$3.86K 0.76% 75
2023
Q3
$1.26M Sell
6,699
-6
-0.1% -$1.13K 0.83% 65
2023
Q2
$1.22M Buy
+6,705
New +$1.22M 0.78% 70
2020
Q4
Sell
-2,195
Closed -$395K 113
2020
Q3
$395K Buy
+2,195
New +$395K 0.33% 110