Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
13,358
+136
+1% +$13.4K 0.09% 150
2025
Q1
$1.38M Sell
13,222
-56
-0.4% -$5.84K 0.1% 135
2024
Q4
$1.79M Sell
13,278
-60
-0.4% -$8.11K 0.12% 121
2024
Q3
$2.08M Sell
13,338
-40
-0.3% -$6.23K 0.14% 113
2024
Q2
$1.98M Sell
13,378
-91
-0.7% -$13.5K 0.15% 103
2024
Q1
$2.39M Sell
13,469
-985
-7% -$175K 0.17% 102
2023
Q4
$2.06M Buy
+14,454
New +$2.06M 0.17% 106
2023
Q3
Sell
-14,573
Closed -$1.92M 341
2023
Q2
$1.92M Sell
14,573
-290
-2% -$38.3K 0.17% 103
2023
Q1
$2.46M Sell
14,863
-202
-1% -$33.5K 0.23% 91
2022
Q4
$2.25M Hold
15,065
0.21% 93
2022
Q3
$2.24M Buy
+15,065
New +$2.24M 0.23% 91