Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Sell
4,487
-109
-2% -$38.9K 0.86% 30
2025
Q1
$1.25M Buy
4,596
+122
+3% +$33.2K 0.69% 47
2024
Q4
$1.48M Sell
4,474
-499
-10% -$166K 0.83% 32
2024
Q3
$1.65M Sell
4,973
-160
-3% -$53K 0.81% 33
2024
Q2
$1.61M Sell
5,133
-199
-4% -$62.4K 0.83% 33
2024
Q1
$1.67M Sell
5,332
-235
-4% -$73.5K 0.81% 37
2023
Q4
$1.34M Buy
5,567
+13
+0.2% +$3.13K 0.65% 49
2023
Q3
$1.18M Buy
5,554
+427
+8% +$91.1K 0.62% 57
2023
Q2
$1.03M Buy
5,127
+286
+6% +$57.5K 0.5% 72
2023
Q1
$829K Buy
4,841
+439
+10% +$75.2K 0.41% 79
2022
Q4
$691K Buy
+4,402
New +$691K 0.33% 90