Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.94M Sell
13,416
-189
-1% -$41.5K 2.42% 9
2025
Q1
$2.59M Buy
13,605
+55
+0.4% +$10.5K 2.42% 7
2024
Q4
$2.97M Buy
13,550
+953
+8% +$209K 2.27% 7
2024
Q3
$2.35M Sell
12,597
-112
-0.9% -$20.9K 1.83% 12
2024
Q2
$2.46M Buy
12,709
+1,835
+17% +$355K 1.98% 9
2024
Q1
$1.96M Sell
10,874
-40
-0.4% -$7.22K 1.62% 11
2023
Q4
$1.66M Buy
10,914
+2,083
+24% +$316K 1.54% 13
2023
Q3
$1.12M Sell
8,831
-9
-0.1% -$1.14K 1.22% 17
2023
Q2
$1.15M Buy
8,840
+1,158
+15% +$151K 1.24% 15
2023
Q1
$793K Sell
7,682
-35
-0.5% -$3.62K 0.96% 20
2022
Q4
$648K Buy
+7,717
New +$648K 0.81% 26