Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Sell
6,903
-375
-5% -$69.6K 0.56% 48
2025
Q1
$1.52M Sell
7,278
-286
-4% -$59.9K 0.66% 43
2024
Q4
$1.34M Hold
7,564
0.77% 41
2024
Q3
$1.49M Sell
7,564
-585
-7% -$116K 0.85% 38
2024
Q2
$1.4M Sell
8,149
-99
-1% -$17K 0.86% 37
2024
Q1
$1.5M Buy
8,248
+2,045
+33% +$372K 1.03% 30
2023
Q4
$961K Sell
6,203
-1,390
-18% -$215K 1.26% 25
2023
Q3
$1.13M Sell
7,593
-264
-3% -$39.4K 1.15% 30
2023
Q2
$1.06M Sell
7,857
-410
-5% -$55.2K 0.94% 32
2023
Q1
$1.32M Buy
8,267
+1,150
+16% +$183K 1.27% 27
2022
Q4
$1.15M Buy
+7,117
New +$1.15M 1.24% 26