Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
11,655
-48
-0.4% -$5.89K 0.24% 47
2025
Q1
$1.07M Sell
11,703
-224
-2% -$20.4K 0.2% 56
2024
Q4
$1.37M Sell
11,927
-516
-4% -$59.5K 0.25% 55
2024
Q3
$1.47M Sell
12,443
-596
-5% -$70.6K 0.28% 58
2024
Q2
$1.8M Sell
13,039
-15,600
-54% -$2.15M 0.36% 53
2024
Q1
$3.27M Sell
28,639
-1,785
-6% -$204K 0.67% 45
2023
Q4
$2.33M Buy
30,424
+944
+3% +$72.2K 0.52% 59
2023
Q3
$2.03M Buy
29,480
+3,200
+12% +$220K 0.52% 61
2023
Q2
$1.42M Buy
+26,280
New +$1.42M 0.35% 78