Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$816K Sell
3,591
-7,980
-69% -$1.81M 0.12% 134
2025
Q1
$2.82M Buy
11,571
+340
+3% +$82.9K 0.44% 64
2024
Q4
$3.16M Buy
11,231
+937
+9% +$264K 0.47% 61
2024
Q3
$2.82M Buy
10,294
+764
+8% +$209K 0.43% 60
2024
Q2
$2.86M Buy
9,530
+1,284
+16% +$385K 0.5% 58
2024
Q1
$2.39M Buy
8,246
+882
+12% +$256K 0.45% 62
2023
Q4
$1.86M Buy
7,364
+573
+8% +$145K 0.39% 63
2023
Q3
$1.8M Buy
6,791
+373
+6% +$98.8K 0.44% 60
2023
Q2
$1.59M Buy
6,418
+295
+5% +$73.1K 0.38% 68
2023
Q1
$1.4M Sell
6,123
-40
-0.6% -$9.14K 0.36% 76
2022
Q4
$1.07M Buy
6,163
+920
+18% +$159K 0.29% 81
2022
Q3
$778K Buy
+5,243
New +$778K 0.25% 91