Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.53M Sell
11,544
-152
-1% -$33.3K 1.06% 28
2025
Q1
$2.23M Buy
11,696
+119
+1% +$22.6K 1.06% 25
2024
Q4
$2.54M Sell
11,577
-6
-0.1% -$1.32K 1.2% 22
2024
Q3
$2.16M Sell
11,583
-80
-0.7% -$14.9K 0.99% 24
2024
Q2
$2.25M Sell
11,663
-56
-0.5% -$10.8K 1.1% 22
2024
Q1
$2.11M Buy
11,719
+3
+0% +$541 1.08% 22
2023
Q4
$1.78M Sell
11,716
-111
-0.9% -$16.9K 1.06% 19
2023
Q3
$1.5M Buy
11,827
+281
+2% +$35.7K 1.04% 21
2023
Q2
$1.51M Sell
11,546
-954
-8% -$124K 1.01% 21
2023
Q1
$1.29M Sell
12,500
-4,080
-25% -$421K 0.84% 27
2022
Q4
$1.39M Buy
+16,580
New +$1.39M 0.8% 32