Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
4,804
+56
+1% +$19.9K 0.48% 54
2025
Q1
$1.66M Sell
4,748
-59
-1% -$20.7K 0.59% 47
2024
Q4
$1.52M Sell
4,807
-119
-2% -$37.6K 0.53% 48
2024
Q3
$1.35M Buy
4,926
+359
+8% +$98.7K 0.48% 53
2024
Q2
$1.2M Sell
4,567
-136
-3% -$35.7K 0.46% 55
2024
Q1
$1.31M Sell
4,703
-740
-14% -$207K 0.53% 47
2023
Q4
$1.42M Hold
5,443
0.65% 41
2023
Q3
$1.25M Sell
5,443
-16
-0.3% -$3.68K 0.65% 41
2023
Q2
$1.3M Hold
5,459
0.67% 40
2023
Q1
$1.23M Buy
5,459
+266
+5% +$60K 0.68% 39
2022
Q4
$1.08M Hold
5,193
0.64% 39
2022
Q3
$922K Sell
5,193
-52
-1% -$9.23K 0.62% 39
2022
Q2
$1.03M Sell
5,245
-46
-0.9% -$9.06K 0.66% 34
2022
Q1
$1.17M Buy
5,291
+100
+2% +$22.2K 0.64% 38
2021
Q4
$1.13M Buy
+5,191
New +$1.13M 0.58% 38