Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.02M Sell
6,650
-992
-13% -$152K 0.23% 73
2024
Q4
$986K Sell
7,642
-189
-2% -$24.4K 0.23% 73
2024
Q3
$1.07M Sell
7,831
-2,130
-21% -$291K 0.4% 38
2024
Q2
$1.02M Sell
9,961
-2,046
-17% -$209K 0.43% 37
2024
Q1
$1.07M Buy
12,007
+64
+0.5% +$5.68K 0.31% 60
2023
Q4
$1.09M Sell
11,943
-3,312
-22% -$303K 0.34% 56
2023
Q3
$1.19M Sell
15,255
-31
-0.2% -$2.43K 0.41% 46
2023
Q2
$1.28M Buy
15,286
+3,306
+28% +$277K 1.5% 24
2023
Q1
$1.05M Buy
11,980
+1,669
+16% +$147K 0.41% 44
2022
Q4
$1.04M Buy
+10,311
New +$1.04M 0.46% 41