Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.43M Sell
7,052
-638
-8% -$219K 0.55% 33
2024
Q4
$2.43M Buy
7,690
+17
+0.2% +$5.37K 0.57% 32
2024
Q3
$2.11M Buy
7,673
+99
+1% +$27.2K 0.78% 25
2024
Q2
$1.99M Buy
7,574
+156
+2% +$40.9K 0.83% 22
2024
Q1
$2.07M Buy
7,418
+1,202
+19% +$335K 0.61% 30
2023
Q4
$1.62M Sell
6,216
-152
-2% -$39.6K 0.51% 34
2023
Q3
$1.47M Sell
6,368
-46
-0.7% -$10.6K 0.51% 37
2023
Q2
$1.52M Buy
6,414
+745
+13% +$177K 1.79% 18
2023
Q1
$1.28M Sell
5,669
-73
-1% -$16.5K 0.5% 37
2022
Q4
$1.19M Buy
+5,742
New +$1.19M 0.52% 35