Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.05M Sell
7,718
-143
-2% -$56.6K 0.04% 133
2025
Q1
$2.93M Buy
7,861
+442
+6% +$165K 0.04% 125
2024
Q4
$2.67M Sell
7,419
-373
-5% -$134K 0.03% 129
2024
Q3
$2.65M Buy
7,792
+1,498
+24% +$510K 0.03% 125
2024
Q2
$2.25M Buy
6,294
+371
+6% +$133K 0.03% 123
2024
Q1
$2.12M Sell
5,923
-1,711
-22% -$612K 0.03% 111
2023
Q4
$2.09M Buy
7,634
+300
+4% +$82K 0.03% 104
2023
Q3
$2.24M Buy
7,334
+4,721
+181% +$1.44M 0.03% 108
2023
Q2
$746K Sell
2,613
-782
-23% -$223K 0.01% 189
2023
Q1
$830K Sell
3,395
-547
-14% -$134K 0.01% 210
2022
Q4
$798K Sell
3,942
-4
-0.1% -$810 0.01% 197
2022
Q3
$785K Sell
3,946
-196
-5% -$39K 0.01% 164
2022
Q2
$1.11M Buy
+4,142
New +$1.11M 0.02% 133