Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
13,387
-908
-6% -$68.8K 0.43% 38
2025
Q1
$1.07M Sell
14,295
-3,176
-18% -$238K 0.47% 38
2024
Q4
$1.34M Sell
17,471
-6,355
-27% -$486K 0.62% 29
2024
Q3
$1.86M Hold
23,826
0.9% 23
2024
Q2
$1.7M Sell
23,826
-3,631
-13% -$259K 0.91% 22
2024
Q1
$2.23M Hold
27,457
1.25% 20
2023
Q4
$2.01M Hold
27,457
1.22% 18
2023
Q3
$1.81M Hold
27,457
1.27% 19
2023
Q2
$2.04M Hold
27,457
1.46% 16
2023
Q1
$2.12M Hold
27,457
1.58% 15
2022
Q4
$2.1M Buy
+27,457
New +$2.1M 1.6% 16