Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.94M Sell
41,442
-6,387
-13% -$454K 0.91% 39
2025
Q1
$3.04M Buy
47,829
+4,051
+9% +$257K 0.97% 39
2024
Q4
$3.31M Sell
43,778
-3,501
-7% -$265K 1.02% 38
2024
Q3
$4.18M Sell
47,279
-3,749
-7% -$331K 1.25% 29
2024
Q2
$3.85M Buy
51,028
+215
+0.4% +$16.2K 1.24% 32
2024
Q1
$4.78M Buy
50,813
+4,831
+11% +$454K 1.55% 25
2023
Q4
$4.99M Buy
45,982
+1,076
+2% +$117K 1.71% 19
2023
Q3
$4.29M Buy
44,906
+2,549
+6% +$244K 1.66% 21
2023
Q2
$4.67M Buy
42,357
+2,202
+5% +$243K 1.74% 16
2023
Q1
$4.92M Sell
40,155
-769
-2% -$94.3K 1.94% 13
2022
Q4
$4.79M Buy
+40,924
New +$4.79M 1.98% 12