Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
13,277
-317
-2% -$25.1K 0.46% 56
2025
Q1
$1.23M Buy
13,594
+603
+5% +$54.6K 0.54% 53
2024
Q4
$1.29M Sell
12,991
-1,181
-8% -$117K 0.74% 43
2024
Q3
$1.61M Buy
14,172
+1,838
+15% +$209K 0.91% 34
2024
Q2
$1.53M Buy
12,334
+1,957
+19% +$242K 0.94% 31
2024
Q1
$1.37M Buy
10,377
+4,208
+68% +$555K 0.94% 33
2023
Q4
$677K Sell
6,169
-1,556
-20% -$171K 0.89% 39
2023
Q3
$801K Buy
7,725
+205
+3% +$21.3K 0.81% 45
2023
Q2
$873K Sell
7,520
-220
-3% -$25.5K 0.77% 43
2023
Q1
$829K Buy
7,740
+1,213
+19% +$130K 0.8% 42
2022
Q4
$729K Buy
+6,527
New +$729K 0.79% 43