Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
4,533
-75
-2% -$21.7K 0.08% 188
2025
Q1
$1.12M Hold
4,608
0.08% 191
2024
Q4
$1.01M Buy
4,608
+240
+5% +$52.9K 0.07% 200
2024
Q3
$965K Sell
4,368
-445
-9% -$98.3K 0.06% 209
2024
Q2
$822K Sell
4,813
-2,050
-30% -$350K 0.06% 216
2024
Q1
$1.31M Sell
6,863
-1,050
-13% -$201K 0.09% 168
2023
Q4
$1.3M Sell
7,913
-204
-3% -$33.4K 0.1% 168
2023
Q3
$1.15M Sell
8,117
-2,043
-20% -$289K 0.09% 167
2023
Q2
$1.36M Sell
10,160
-3,681
-27% -$493K 0.11% 154
2023
Q1
$1.79M Sell
13,841
-6,908
-33% -$893K 0.15% 136
2022
Q4
$2.92M Sell
20,749
-49,464
-70% -$6.97M 0.25% 97
2022
Q3
$8.54M Sell
70,213
-1,213
-2% -$148K 0.82% 39
2022
Q2
$10.1M Sell
71,426
-7,023
-9% -$988K 0.93% 33
2022
Q1
$10.4M Buy
+78,449
New +$10.4M 0.9% 41