Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
14,358
0.7% 46
2025
Q1
$1.05M Sell
14,358
-2,227
-13% -$163K 0.8% 48
2024
Q4
$1.04M Sell
16,585
-699
-4% -$43.7K 0.81% 45
2024
Q3
$1.14M Sell
17,284
-2,748
-14% -$182K 0.86% 46
2024
Q2
$1.45M Buy
20,032
+3,768
+23% +$272K 1.06% 43
2024
Q1
$1.09M Buy
16,264
+1,653
+11% +$111K 0.81% 49
2023
Q4
$964K Sell
14,611
-38
-0.3% -$2.51K 0.73% 51
2023
Q3
$941K Sell
14,649
-529
-3% -$34K 0.82% 46
2023
Q2
$913K Sell
15,178
-78
-0.5% -$4.69K 0.74% 44
2023
Q1
$880K Buy
15,256
+1,130
+8% +$65.2K 0.73% 45
2022
Q4
$804K Buy
14,126
+278
+2% +$15.8K 0.68% 47
2022
Q3
$689K Sell
13,848
-1,745
-11% -$86.8K 0.57% 54
2022
Q2
$814K Buy
+15,593
New +$814K 0.68% 48