Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
2,442
-22
-0.9% -$9.72K 0.45% 55
2025
Q1
$1.25M Sell
2,464
-55
-2% -$28K 0.6% 45
2024
Q4
$1.19M Sell
2,519
-56
-2% -$26.5K 0.56% 44
2024
Q3
$1.27M Sell
2,575
-52
-2% -$25.6K 0.58% 45
2024
Q2
$1.22M Sell
2,627
-11
-0.4% -$5.1K 0.6% 45
2024
Q1
$1.14M Sell
2,638
-45
-2% -$19.4K 0.58% 47
2023
Q4
$1.15M Sell
2,683
-16
-0.6% -$6.86K 0.69% 39
2023
Q3
$1.02M Hold
2,699
0.7% 40
2023
Q2
$1.03M Sell
2,699
-380
-12% -$145K 0.69% 36
2023
Q1
$980K Sell
3,079
-1,087
-26% -$346K 0.64% 42
2022
Q4
$1.04M Buy
+4,166
New +$1.04M 0.59% 49