Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
6,702
-79
-1% -$14.1K 0.32% 66
2025
Q1
$1.09M Buy
6,781
+201
+3% +$32.2K 0.31% 70
2024
Q4
$1.15M Buy
6,580
+187
+3% +$32.5K 0.31% 68
2024
Q3
$1.45M Buy
6,393
+569
+10% +$129K 0.43% 53
2024
Q2
$1.3M Sell
5,824
-177
-3% -$39.6K 0.41% 61
2024
Q1
$1.53M Buy
6,001
+114
+2% +$29.2K 0.52% 48
2023
Q4
$1.34M Sell
5,887
-232
-4% -$52.7K 0.48% 53
2023
Q3
$1.23M Sell
6,119
-519
-8% -$105K 0.5% 54
2023
Q2
$1.22M Buy
6,638
+71
+1% +$13K 0.46% 61
2023
Q1
$1.28M Buy
6,567
+34
+0.5% +$6.63K 0.5% 53
2022
Q4
$1.17M Buy
6,533
+140
+2% +$25K 0.48% 56
2022
Q3
$998K Buy
6,393
+14
+0.2% +$2.19K 0.47% 53
2022
Q2
$1.01M Buy
+6,379
New +$1.01M 0.44% 57