Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Buy
46,948
+355
+0.8% +$14.5K 0.05% 276
2025
Q1
$2.1M Sell
46,593
-4,735
-9% -$214K 0.07% 233
2024
Q4
$2.23M Buy
51,328
+58
+0.1% +$2.52K 0.07% 236
2024
Q3
$2.32M Sell
51,270
-625
-1% -$28.3K 0.07% 228
2024
Q2
$2.14M Buy
+51,895
New +$2.14M 0.06% 271
2023
Q4
Sell
-5,650
Closed -$202K 976
2023
Q3
$202K Sell
5,650
-800
-12% -$28.5K 0.01% 805
2023
Q2
$277K Buy
6,450
+106
+2% +$4.55K 0.01% 746
2023
Q1
$260K Buy
6,344
+70
+1% +$2.87K 0.01% 744
2022
Q4
$243K Buy
+6,274
New +$243K 0.01% 757