Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
14,174
-110
-0.8% -$8.71K 0.35% 62
2025
Q1
$1.28M Sell
14,284
-43
-0.3% -$3.86K 0.42% 52
2024
Q4
$1.43M Buy
14,327
+2,331
+19% +$232K 0.5% 46
2024
Q3
$1.36M Sell
11,996
-108
-0.9% -$12.3K 0.5% 46
2024
Q2
$1.5M Sell
12,104
-50
-0.4% -$6.19K 0.61% 40
2024
Q1
$1.6M Buy
12,154
+9
+0.1% +$1.19K 0.71% 36
2023
Q4
$1.32M Sell
12,145
-233
-2% -$25.4K 0.66% 39
2023
Q3
$1.27M Hold
12,378
0.7% 36
2023
Q2
$1.43M Buy
12,378
+246
+2% +$28.4K 0.77% 34
2023
Q1
$1.29M Sell
12,132
-469
-4% -$49.9K 0.74% 32
2022
Q4
$1.4M Sell
12,601
-60
-0.5% -$6.66K 0.86% 28
2022
Q3
$1.09M Buy
12,661
+50
+0.4% +$4.31K 0.76% 30
2022
Q2
$1.15M Sell
12,611
-57
-0.4% -$5.2K 0.8% 27
2022
Q1
$1.04M Sell
12,668
-117
-0.9% -$9.6K 0.63% 43
2021
Q4
$980K Buy
+12,785
New +$980K 0.6% 45