Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.91M Sell
7,702
-26
-0.3% -$6.46K 0.44% 43
2024
Q4
$1.7M Buy
+7,728
New +$1.7M 0.4% 46
2024
Q2
Sell
-7,307
Closed -$1.4M 161
2024
Q1
$1.4M Buy
7,307
+74
+1% +$14.1K 0.41% 44
2023
Q4
$1.18M Sell
7,233
-235
-3% -$38.4K 0.37% 50
2023
Q3
$1.05M Buy
+7,468
New +$1.05M 0.36% 54
2023
Q2
Sell
-4,936
Closed -$647K 135
2023
Q1
$647K Buy
4,936
+13
+0.3% +$1.7K 0.25% 71
2022
Q4
$701K Buy
+4,923
New +$701K 0.31% 61