Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$887K Sell
2,292
-10
-0.4% -$3.87K 0.37% 62
2025
Q1
$883K Sell
2,302
-138
-6% -$52.9K 0.42% 63
2024
Q4
$1.09M Sell
2,440
-143
-6% -$63.6K 0.51% 50
2024
Q3
$1.34M Sell
2,583
-21
-0.8% -$10.9K 0.61% 43
2024
Q2
$1.45M Sell
2,604
-74
-3% -$41.1K 0.71% 35
2024
Q1
$1.35M Sell
2,678
-1
-0% -$505 0.69% 38
2023
Q4
$1.6M Sell
2,679
-64
-2% -$38.2K 0.96% 23
2023
Q3
$1.4M Sell
2,743
-32
-1% -$16.3K 0.97% 24
2023
Q2
$1.36M Sell
2,775
-96
-3% -$46.9K 0.91% 25
2023
Q1
$1.11M Sell
2,871
-128
-4% -$49.3K 0.72% 32
2022
Q4
$1.01M Buy
+2,999
New +$1.01M 0.58% 51