Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$985K Sell
2,547
-80
-3% -$31K 0.5% 55
2025
Q1
$1.01M Buy
2,627
+454
+21% +$174K 0.6% 48
2024
Q4
$966K Buy
2,173
+723
+50% +$322K 0.61% 45
2024
Q3
$751K Sell
1,450
-11
-0.8% -$5.7K 0.58% 54
2024
Q2
$812K Buy
1,461
+48
+3% +$26.7K 0.65% 49
2024
Q1
$713K Sell
1,413
-454
-24% -$229K 0.62% 51
2023
Q4
$1.11M Sell
1,867
-76
-4% -$45.3K 1.13% 29
2023
Q3
$991K Sell
1,943
-520
-21% -$265K 1.07% 31
2023
Q2
$1.2M Buy
2,463
+1,215
+97% +$594K 1.13% 28
2023
Q1
$481K Buy
1,248
+229
+22% +$88.3K 0.48% 45
2022
Q4
$343K Buy
+1,019
New +$343K 0.39% 53