Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.08M Buy
50,032
+1,657
+3% +$135K 0.63% 44
2025
Q1
$4.8M Sell
48,375
-1,804
-4% -$179K 0.84% 27
2024
Q4
$5.04M Buy
50,179
+433
+0.9% +$43.5K 0.86% 26
2024
Q3
$4.53M Sell
49,746
-1,703
-3% -$155K 0.79% 33
2024
Q2
$4.2M Buy
51,449
+337
+0.7% +$27.5K 0.76% 36
2024
Q1
$4.1M Buy
51,112
+336
+0.7% +$26.9K 0.74% 38
2023
Q4
$3.46M Buy
50,776
+2,242
+5% +$153K 0.77% 39
2023
Q3
$3.14M Sell
48,534
-1,300
-3% -$84.1K 0.76% 37
2023
Q2
$3.3M Sell
49,834
-545
-1% -$36.1K 0.76% 40
2023
Q1
$3.17M Sell
50,379
-7,108
-12% -$447K 0.72% 43
2022
Q4
$3.78M Buy
+57,487
New +$3.78M 0.82% 42