Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
6,351
-115
-2% -$25.6K 0.59% 40
2025
Q1
$1.33M Sell
6,466
-44
-0.7% -$9.04K 0.63% 42
2024
Q4
$1.19M Sell
6,510
-134
-2% -$24.5K 0.56% 46
2024
Q3
$1.37M Sell
6,644
-80
-1% -$16.5K 0.63% 41
2024
Q2
$1.18M Buy
6,724
+48
+0.7% +$8.4K 0.58% 46
2024
Q1
$1.15M Sell
6,676
-16
-0.2% -$2.75K 0.59% 46
2023
Q4
$1.01M Hold
6,692
0.6% 45
2023
Q3
$805K Sell
6,692
-32
-0.5% -$3.85K 0.56% 53
2023
Q2
$836K Sell
6,724
-1,176
-15% -$146K 0.56% 51
2023
Q1
$914K Sell
7,900
-1,056
-12% -$122K 0.6% 50
2022
Q4
$1.01M Buy
+8,956
New +$1.01M 0.58% 50