Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
4,032
+140
+4% +$41.3K 0.68% 35
2025
Q1
$968K Sell
3,892
-89
-2% -$22.1K 0.63% 37
2024
Q4
$875K Sell
3,981
-47
-1% -$10.3K 0.6% 38
2024
Q3
$891K Buy
4,028
+522
+15% +$115K 0.62% 38
2024
Q2
$606K Sell
3,506
-305
-8% -$52.8K 0.45% 52
2024
Q1
$728K Buy
3,811
+709
+23% +$135K 0.55% 43
2023
Q4
$507K Sell
3,102
-3,085
-50% -$505K 0.4% 52
2023
Q3
$868K Hold
6,187
0.76% 30
2023
Q2
$828K Sell
6,187
-100
-2% -$13.4K 0.68% 35
2023
Q1
$824K Sell
6,287
-535
-8% -$70.1K 0.71% 34
2022
Q4
$961K Sell
6,822
-938
-12% -$132K 0.81% 27
2022
Q3
$922K Sell
7,760
-200
-3% -$23.8K 0.84% 25
2022
Q2
$1.12M Buy
7,960
+815
+11% +$115K 1.06% 17
2022
Q1
$929K Sell
7,145
-252
-3% -$32.8K 0.85% 24
2021
Q4
$988K Sell
7,397
-283
-4% -$37.8K 0.86% 23
2021
Q3
$1.02M Buy
+7,680
New +$1.02M 0.97% 21
2021
Q1
$1.08M Buy
+8,454
New +$1.08M 1.06% 19