Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Sell
9,223
-129
-1% -$28.3K 0.83% 35
2025
Q1
$1.78M Buy
9,352
+11
+0.1% +$2.09K 0.49% 56
2024
Q4
$2.05M Sell
9,341
-7,001
-43% -$1.54M 0.57% 40
2024
Q3
$3.05M Buy
16,342
+6,614
+68% +$1.23M 0.81% 22
2024
Q2
$1.88M Sell
9,728
-4,600
-32% -$889K 0.52% 63
2024
Q1
$2.58M Buy
14,328
+1,481
+12% +$267K 0.62% 28
2023
Q4
$1.95M Sell
12,847
-1,617
-11% -$246K 0.47% 64
2023
Q3
$1.84M Sell
14,464
-2,938
-17% -$373K 0.47% 62
2023
Q2
$2.27M Buy
17,402
+11,326
+186% +$1.48M 0.61% 35
2023
Q1
$628K Buy
6,076
+320
+6% +$33.1K 0.21% 160
2022
Q4
$484K Sell
5,756
-1,210
-17% -$102K 0.17% 162
2022
Q3
$787K Sell
6,966
-1,227
-15% -$139K 0.31% 131
2022
Q2
$870K Sell
8,193
-2,787
-25% -$296K 0.31% 134
2022
Q1
$1.79M Sell
10,980
-160
-1% -$26.1K 0.71% 36
2021
Q4
$1.86M Sell
11,140
-980
-8% -$163K 0.44% 60
2021
Q3
$1.99M Sell
12,120
-2,880
-19% -$473K 0.75% 24
2021
Q2
$2.58M Buy
15,000
+2,100
+16% +$361K 0.79% 29
2021
Q1
$2M Buy
+12,900
New +$2M 0.71% 44