Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.33M Sell
4,759
-134
-3% -$37.3K 0.3% 59
2024
Q4
$1.98M Sell
4,893
-462
-9% -$187K 0.46% 41
2024
Q3
$1.4M Sell
5,355
-76
-1% -$19.9K 0.52% 31
2024
Q2
$1.08M Buy
5,431
+3
+0.1% +$594 0.45% 33
2024
Q1
$954K Sell
5,428
-642
-11% -$113K 0.28% 65
2023
Q4
$1.51M Sell
6,070
-80
-1% -$19.9K 0.47% 36
2023
Q3
$1.54M Sell
6,150
-119
-2% -$29.8K 0.53% 33
2023
Q2
$1.64M Sell
6,269
-304
-5% -$79.6K 1.93% 16
2023
Q1
$1.36M Buy
6,573
+177
+3% +$36.7K 0.54% 33
2022
Q4
$698K Buy
+6,396
New +$698K 0.31% 62