Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
7,939
-116
-1% -$20.7K 0.53% 47
2025
Q1
$1.29M Buy
8,055
+30
+0.4% +$4.81K 0.5% 47
2024
Q4
$1.4M Buy
8,025
+28
+0.4% +$4.87K 0.46% 47
2024
Q3
$1.81M Buy
7,997
+17
+0.2% +$3.85K 0.58% 43
2024
Q2
$1.79M Sell
7,980
-35
-0.4% -$7.83K 0.61% 40
2024
Q1
$2.05M Sell
8,015
-26
-0.3% -$6.65K 0.7% 36
2023
Q4
$1.83M Buy
8,041
+759
+10% +$173K 0.65% 40
2023
Q3
$1.47M Hold
7,282
0.61% 40
2023
Q2
$1.34M Sell
7,282
-229
-3% -$42K 0.51% 46
2023
Q1
$1.46M Buy
7,511
+8
+0.1% +$1.56K 0.63% 42
2022
Q4
$1.34M Buy
7,503
+42
+0.6% +$7.5K 0.63% 46
2022
Q3
$1.17M Buy
+7,461
New +$1.17M 0.61% 48