Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.33M Buy
17,515
+91
+0.5% +$27.7K 1.7% 22
2025
Q1
$4.68M Sell
17,424
-778
-4% -$209K 1.71% 21
2024
Q4
$4.48M Sell
18,202
-739
-4% -$182K 1.44% 25
2024
Q3
$4.34M Buy
18,941
+318
+2% +$72.8K 1.45% 29
2024
Q2
$3.76M Sell
18,623
-10,637
-36% -$2.15M 1.33% 27
2024
Q1
$5.71M Buy
29,260
+58
+0.2% +$11.3K 2.12% 8
2023
Q4
$4.51M Sell
29,202
-756
-3% -$117K 1.99% 12
2023
Q3
$3.87M Buy
29,958
+380
+1% +$49.1K 1.93% 15
2023
Q2
$4.05M Buy
+29,578
New +$4.05M 2.04% 14